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- Hillcrest (3)
- South Africa (1)
Accounting / Finance
Financial Planning Partner Assistant
Hillcrest
Monthly
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
- Assist with the organization of client events in conjunction RSVP management, event management etc.
- Assisting Financial Planning Partners at client events.
- Function
share this job on whatsappFinancial Planning Partner Assistant
HeadhuntersHillcrest
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity 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 and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Tax Manager Hillcrest, Durban
Marwick & Company IncSouth Africa
R25 000 – R 30 000 per month and dynamic management team, we offer in-depth assistance with auditing, accounting, taxation, financial schedules, tax representation/engagement letters. Assist with provisional tax calculations and email clients taxpayers make top-up payments where necessary Assist Tax Administrator with: uploading tax clients supporting supporting documents on e-Filing; assisting with the tax filing, checking and submitting tax returns for Tax Administrator Complete Trust tax returns Assist with Deceased Estate tax returns for the Partners
Financial Partner Hillcrest
HeadhuntersHillcrest
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity 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 and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
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