Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required 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 transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required 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 transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
telephonic/email inquiries regarding shipments. • Advise staff of shipments that came, generate back-order
telephonic/email inquiries regarding shipments. • Advise staff of shipments that came, generate back-order
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
EXPERIENCE A minimum of 2-3 years' experience within a Financial Services institution Credit administration experience
communication skills Computer literate Presentable Financial administrative skills Zulu speaker
communication skills Computer literate Presentable Financial administrative skills Zulu speaker
skills Experience in foreign payments Strong financial acumen Roles and responsibilities: Place orders