phones, data etc). A basic overview of duties: Technical and Professional Expertise: Proficient in G Suite Understanding of technical concepts and the ability to troubleshoot common technical issues. Strong interpersonal The Operations Department is at the edge of advancement, pushing this agenda, Ensuring company coherence resilience. Training, Support, and Performance Reporting: Provide training and support to teams on new processes
across all global regions. The Service Team is the engine room of the business and the overall goal is to regions • Co-ordinating with various internal support teams to ensure smooth and efficient service delivery
across all global regions. The Service Team is the engine room of the business and the overall goal is to regions • Co-ordinating with various internal support teams to ensure smooth and efficient service delivery
Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and due to the Financial Planning Par • Operational support for Portfolio Managers and CRM Assistants align
Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and due to the Financial Planning Par • Operational support for Portfolio Managers and CRM Assistants align