looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience 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 practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other to provide assistance to all Financial Planners and senior management with any general office duties, from
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other to provide assistance to all Financial Planners and senior management with any general office duties, from