Accounts Assistant%2C Assistant Bookkeeper Jobs in Durban
- Durban North (2)
- Durban (1)
Catch Recruit
Partner Assistant
Catch Recruit
Durban North
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population
Paraplanner Durban
Catch RecruitDurban
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant Consultant to assist your Financial Planning Partner in the financial planning process and proposition Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
Share on Facebook
Share on Twitter
Share on Linkedin