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 Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
HR. Proven experience as a Personal Assistant or Executive Assistant would be advantageous. Competencies
HR. Proven experience as a Personal Assistant or Executive Assistant would be advantageous. Competencies
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 Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect