role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture
role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture
Position exists at a financial planning firm and will involve the following: Liaising with clients Administrative
effectively, including budget allocation and financial planning, staffing and performance management, and
supporting the efficient operation of our financial planning and investment services.
Job
management, expense tracking, and financial reporting.
budget management, expense tracking, and financial reporting. Plan and coordinate office events and meetings
IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with planning and recommendation
IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with planning and recommendation
The Office of the Deputy Vice-Chancellor (Teaching & Learning) seeks to appoint a dynamic and energetic person with very good organizational, communication and interpersonal skills, who is able to take initiative and problem solve. S/he must have a proven ability to work under pressure, multi-ta