experience is essential MS Office is essential SAP or similar ERP system will secure Duties: You will manage
experience is essential MS Office is essential SAP or similar ERP system will secure Duties: You will manage
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 proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all
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 proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals encouraged to collaborate with other PA's in their office as well as with team members in the Region. The the Financial Practice and the regional office / head office. Client Services Implementation of the client 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
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals encouraged to collaborate with other PA's in their office as well as with team members in the Region. The the Financial Practice and the regional office / head office. Client Services Implementation of the client 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
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 facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central 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 facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central 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
management position to include staff supervision. MS Office and ERP computer experience similar to SAP / Syspro management to use in their decision-making process. Assist with setting of the budget You will assess and
management position to include staff supervision. MS Office and ERP computer experience similar to SAP / Syspro management to use in their decision-making process. Assist with setting of the budget You will assess and