(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
specifications and vetting processes. Document Management: Collect and verify all required candidate documents documents, assist with payroll submissions, and manage CRM data entries. Communication: Liaise with departments through social media and participation in company events. Requirements: Matric qualification required. Minimum
specifications and vetting processes. Document Management: Collect and verify all required candidate documents documents, assist with payroll submissions, and manage CRM data entries. Communication: Liaise with departments through social media and participation in company events. Requirements: Matric qualification required. Minimum
policies and procedures. Contact, alert and document events trigger via the tracking system when drivers; Over deviations as per the planned journey as per journey management system is monitored and exceptions resolved and required by Management Document and report serious transgressions to National Operations Manager and receiving receiving Depot Manager Ensure that daily health checks are completed Log maintenance calls with tracking related projects and or requests required from Management Ensure that vehicle and driver databases are
policies and procedures. Contact, alert and document events trigger via the tracking system when drivers; Over deviations as per the planned journey as per journey management system is monitored and exceptions resolved and required by Management Document and report serious transgressions to National Operations Manager and receiving receiving Depot Manager Ensure that daily health checks are completed Log maintenance calls with tracking related projects and or requests required from Management Ensure that vehicle and driver databases are
will encompass a range of tasks including travel management, leadership and operations support as well as meetings, managing calendars, organise events and staff welfare activities Travel Management: Co-ordinate organisation of office environment, liaise with landlord, manage office supplies inventory, co-ordinate maintenance assist in onboarding process for new employees, manage off site storage facility Degree / Diploma Matric
information in the CRM database (Vincere) Ability to manage multiple projects and meet deadlines Data sourcing to engage effectively with various levels of management, staff and clients. Ability to do Boolean and Diary management for team CV Typing Marketing : Manage and design all special project and events marketing business language. Own Transport. Degree in business management, marketing, digital marketing or related High
information in the CRM database (Vincere) Ability to manage multiple projects and meet deadlines Data sourcing to engage effectively with various levels of management, staff and clients. Ability to do Boolean and Diary management for team CV Typing Marketing : Manage and design all special project and events marketing business language. Own Transport. Degree in business management, marketing, digital marketing or related High
skills (written and verbal), and the ability to manage multiple tasks simultaneously. · Consider additional can give you an edge. · Network: Attend industry events, connect with colleagues on LinkedIn, and reach · Build relationships with colleagues and your manager. Good communication and interpersonal skills are organized and efficient. This is essential for managing multiple tasks and deadlines effectively. · Be