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 linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population
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 linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population
Presentations) Excel, Word and Basic Bookkeeping Knowledge All rounder to assist where required Good Telephone Telephone Etiquette and Manners / Well Spoken To assist the CEO Duties: Making appointments, preparing presentations presentations, etc Any duties required to assist with Office Administration etc R 8000 - R 8000 - Monthly
Presentations) Excel, Word and Basic Bookkeeping Knowledge All rounder to assist where required Good Telephone Telephone Etiquette and Manners / Well Spoken To assist the CEO Duties: Making appointments, preparing presentations presentations, etc Any duties required to assist with Office Administration etc R 8000 - R 8000 - Monthly
company has a position available for an Personal Assistant with impeccable character, suitable qualifications role as a Personal Assistant to the Chief Executive Officer (CEO). The Personal Assistant will be responsible responsible for executive administrative assistance, personal assistance, diary management, and clerical skills experienced and professional Executive Personal Assistant to provide unparalleled support to the CEO in
General reception duties ● General ad hoc duties ● Assisting management and the directors with any tasks required