seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
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seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
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 recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools Responsible for full data update on assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account
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 recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools Responsible for full data update on assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account
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
recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy
completeness and data field labeling in all applications and tools
Responsible for full data update
Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account
Regular troubleshooting of operating systems and applications to ensure the computers are running smoothly recording) and report incidents to the manager – Assist in the day-to-day operations whenever required
Office Assistant Position. We require the services of a general office worker, male or female to assist
Handle Delicate and fragile products in warehouse. • Assist with receiving of stock and check that stock received products for shipment or delivery when required. • Assist with deliveries and collections to and from customers
quality. • Weighing and counting received items. • Assisting warehouse staff in retrieving specified merchandise