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
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
Planning:
the services of a meticulous and skilled Store Planner to analyse data to provide integrated and accurate
This person will create and maintain product forecast for customer groups.
Responsibilities: