Purpose of role: The Commissions Administrator is required to support the central business enablement interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
Purpose of role: The Commissions Administrator is required to support the central business enablement interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during achieve the annual campus registration target. Administration and Reporting • Maintain accurate daily reports
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during achieve the annual campus registration target. Administration and Reporting • Maintain accurate daily reports
professionals, including physicians, nurses, and administrators - Conduct product demonstrations and presentations submit sales reports, forecasts, and other administrative tasks as required Qualifications: - Tertiary
professionals, including physicians, nurses, and administrators - Conduct product demonstrations and presentations submit sales reports, forecasts, and other administrative tasks as required Qualifications: - Tertiary
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
individual targets for new student registrations. Administration and ReportingMaintain accurate daily reports
level 7 - essential Degree/Diploma in Business administration or related or equivalent relevant qualification