Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
Responsibilities will include:
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions
Updates and distributes changes to weekend duty planner to relevant parties. Checks that daily inservice Follows up on outstanding supplier payments with allocated accountant. Assists manager with monthly charging
Updates and distributes changes to weekend duty planner to relevant parties. Checks that daily inservice Follows up on outstanding supplier payments with allocated accountant. Assists manager with monthly charging
cut figures on Sync