Personal Assistant is needed in Sandton. The ideal candidate will provide administrative assistance and ensure Maintain filing systems, both electronic and physical. Assist in preparing presentations and documents. Conduct duties as needed. Proven experience as a Personal Assistant or similar role. Excellent organizational and
candidate will work closely with the customer service and production teams to ensure the timely and accurate
candidate will work closely with the customer service and production teams to ensure the timely and accurate
Personal Assistant is needed in Sandton. The ideal candidate will provide administrative assistance and ensure Maintain filing systems, both electronic and physical. Assist in preparing presentations and documents. Conduct duties as needed. Proven experience as a Personal Assistant or similar role. Excellent organizational and
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business with Clients Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales declines; General administration and In- House servicing/new business; and Must attend all training sessions
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business with Clients Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales declines; General administration and In- House servicing/new business; and Must attend all training sessions
compliance officers, manage regulated representatives, assist with regulatory submissions, update policies in involve running compliance-related projects and assisting with website compliance. Your commitment to upholding compliance officers on all compliance matters. Assist with Regulatory Submissions such as AUM Declarations related matters and run compliance related projects. Assist with website compliance and Key Risk Framework provider of discretionary investment management services to top financial advisers and private wealth managers
compliance officers, manage regulated representatives, assist with regulatory submissions, update policies in involve running compliance-related projects and assisting with website compliance. Your commitment to upholding compliance officers on all compliance matters. Assist with Regulatory Submissions such as AUM Declarations related matters and run compliance related projects. Assist with website compliance and Key Risk Framework provider of discretionary investment management services to top financial advisers and private wealth managers
requirements. • System training of new employees. • Assisting the Group Compliance Operational Risk Manager specific duties relating to Operational Risk. • Assist with reporting requirements for Committee Reports experience essential. • Knowledge of financial services legislation and principles, e.g. AML/CFT and Sanctions being part of a respected company within Financial Services.
requirements. • System training of new employees. • Assisting the Group Compliance Operational Risk Manager specific duties relating to Operational Risk. • Assist with reporting requirements for Committee Reports experience essential. • Knowledge of financial services legislation and principles, e.g. AML/CFT and Sanctions being part of a respected company within Financial Services.