Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Planners and senior management with any general office duties, from time to time. Respond to client inquiries
Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Planners and senior management with any general office duties, from time to time. Respond to client inquiries
and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience strengthening client relationships. Office Management: Support the general office management including reception
be at Supervisory level. Computer Literacy (MS Office Suite and SAP, ERP Systems and other job-specific
be at Supervisory level. Computer Literacy (MS Office Suite and SAP, ERP Systems and other job-specific
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities