Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
deliveries, and mail (Gatekeeping)
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
Find out for yourself why clients, employees, and analysts think we're some of the best in the business. Find out for yourself why clients, employees, and analysts think we're some of the best in the business.
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
flows
To assist the Head of Product and Key Account Managers with the responsibilities assigned to the team internal reports – where necessary.
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