Documents. Visit clients and do notes (act as Personal Assistant). Compiling reports on discussions and meetings
needs and preferences to ensure a personalized experience. Assist with Sales: Support the sales team
needs and preferences to ensure a personalized experience. Assist with Sales: Support the sales team
queries or direct the call to the relevant person to assistSales Support
queries or direct the call to the relevant person to assist Sales Support Support and assist the sales
queries or direct the call to the relevant person to assist Sales Support Support and assist the sales
financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI
financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI
calculations and submissions Personal income tax calculations and submissions Assistance with day-to-day administration
calculations and submissions Personal income tax calculations and submissions Assistance with day-to-day administration