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 (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete
information with discretion. Responsibilities include managing email correspondence, scheduling appointments internally and externally. Administrative Support Manages and updates HRBP and CFO calendar. Drafts and distributes presentations. Creates a filing system, and files and manages all documents in the office. Receives calls and notifies the relevant person of their arrival. Manages and updates documentation across relevant systems Researches, reviews and books suitable accommodation. Manages the various logistics and requirements for conferences
information with discretion. Responsibilities include managing email correspondence, scheduling appointments internally and externally. Administrative Support Manages and updates HRBP and CFO calendar. Drafts and distributes presentations. Creates a filing system, and files and manages all documents in the office. Receives calls and notifies the relevant person of their arrival. Manages and updates documentation across relevant systems Researches, reviews and books suitable accommodation. Manages the various logistics and requirements for conferences
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 (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete
shipping strategy. • Managing the progress of a select number of shipments (project management) on behalf of ever-changing shipping environment • Organized and able to manage/co-ordinate all the elements of different high-value
shipping strategy. • Managing the progress of a select number of shipments (project management) on behalf of ever-changing shipping environment • Organized and able to manage/co-ordinate all the elements of different high-value