have: - A commerce qualification - Excellent academics - Professional work experience - 1 year - Have
clients. • Co-ordinating with various internal support teams to ensure smooth and efficient service delivery advantageous • Work experience advantageous • Strong academic track record required See Description See Description
clients. • Co-ordinating with various internal support teams to ensure smooth and efficient service delivery advantageous • Work experience advantageous • Strong academic track record required See Description See Description
incumbent will provide high-level administrative support to facilitate the efficient functioning of their maintaining accurate records, providing admin support , travel , event and project co-ordination. Proficiency both internally and externally. Administrative Support Manages and updates HRBP and CFO calendar. Drafts Project Co-ordination Provides project co-ordination support to the HRBP and CFO. Receives details of required Minimum of 3 - 5 years experience in Administrative support or project co-ordination roles, preferably within
incumbent will provide high-level administrative support to facilitate the efficient functioning of their maintaining accurate records, providing admin support , travel , event and project co-ordination. Proficiency both internally and externally. Administrative Support Manages and updates HRBP and CFO calendar. Drafts Project Co-ordination Provides project co-ordination support to the HRBP and CFO. Receives details of required Minimum of 3 - 5 years experience in Administrative support or project co-ordination roles, preferably within
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align
they have the support they need to start using the product efficiently. Technical Support: serve as a bridge including product development, sales, marketing, and support. By sharing insights and feedback from customers
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate the client base. Client management and marketing support Attend all client events with Financial Planning
monthly and annual applications. Registration Target Support the campus by converting applications to registrations completed correctly and applications have valid supporting documentation. Update relevant systems and reports