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
Personal Assistant needed Education qualifications: Grade 12 Computer Literacy Work Experience: 1-2 years’ time to time. Salary: R10 000 The post Personal Assistant appeared first on freerecruit.co.za .
of all stocks, Stock enquirers Monthly reporting Assist with back deliveries of certificates Dispatching Availability of stock Management of stock enquirers Assistance regarding delivery Preparations for loading instructions
members and delivering exceptional customer service assistance.
Key Performance Areas i
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