Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
administrative duties with regards to new and existing business for brokers.
in the financial services industry is currently looking to appoint an Administrative Assistant, to be administrative duties with regards to new and existing business for brokers. Preparation, summary and administration Capturing of details onto the new business register and submitting new business applications. Run due diligence accountants, attorneys, business bankers & medical professionals. All business document templates to office support duties for Brokers and Management. Assist with General Office duties, such as software back
Overview:
We are seeking a skilled Business Administrator with a focus on onsite operations
With a minimum of 3 years of experience, the Business Administrator will primarily be responsible for
competitive landscape, and potential opportunities for business growth.
- Analyze data and prepare insightful
PowerPoint, Excel).
4. **Marketing and Sales Assistance:**
- Collaborate with the marketing and
materials, presentations, and sales pitches.
- Assist in executing marketing campaigns and initiatives
Responsibility Assists with business development (marketing) in the region with the support of the Business Development Development Team Contributes to the Company’s annual business and strategic plan. Arranges customer functions experience. Business development skills. Excellent communication and management skills. The post Business Manager
clients on a full-time basis as a Virtual Assistant/PA - Business Supprt Executive (BSE) at the Centre of clients and proactively managing their expectations Assist with onboarding new clients; building rapport and any issues to the Team Leader or COE Manager Assisting with various administrative tasks Inbox and diary coordination) Document production, data entry and financial administration Social media, copywriting, and and recorded using SmartPA-approved technology Assist the Team Leader to create and implement processes
We have a great position available for a Data Analyst in the Woodmead area for a head office in the mining employment opportunities that may arise. The post Data Analyst appeared first on freerecruit.co.za .
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Minimum Requirement: Grade 12 with an Office or Business Management qualification At least 5 years experience in Office Administration or Financial Services Administration in a Financial Service environment Excellent
Reference: SW004780-ML2-1 Well established, professional company based in Somerset West, has a vacancy for a front line professional candidate to join their company. A maximum of 2 - 3 years experience is required. Post matric qualification a definite advantage. Reporting to the Director, the candid
PERSONAL ASSISTANT to CHAIRPERSON - Starting Date: ASAP Tshwane (Pretoria) , Gauteng PERSONAL ASSISTANT to Miscellaneous taks to support Chairperson with Business & Personal matters Clean Criminal record