timeously. Providing an ongoing service and maintenance support function to the Financial Planning Partner (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
timeously. Providing an ongoing service and maintenance support function to the Financial Planning Partner (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
handling ● Organising patient appointments ● Management of email inboxes ● Production of quotations ● reception duties ● General ad hoc duties ● Assisting management and the directors with any tasks required ● Regular Good interpersonal skills ● Exceptional time management ● Good prioritisation skills ● Leadership abilities