Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Reference: JHB004854-VV-1 Financial assistant and analyst required for a dynamic company based on the cash flows Management accounts, forecasts, budgets Assist with Annual financial statements R30 000 - R32
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Reference: PTA000010-Juani-1 Purpose The purpose of the position is to create, maintain and deliver product knowledge strategy within the scope, time and budget in a cost effective manner. Planning: Organize and prepare for demand planning process Forecasting: Management of statistical forecasts Per
currently looking to fill the role of Materials Planner for their business. Requirements: Matric Diploma
lookout for a strategic, forward-thinking Supply Planner to join their team. This role is a linchpin in
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