Handling of Queries Weekly Reports Filing and general administration Completing PO files for Finance
Handling of Queries Weekly Reports Filing and general administration Completing PO files for Finance
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
Follows work assignments received in the form of general oral or written work instructions Determines the
sales, product strategies and plans Marketing or general business along with experience within a Healthcare