Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
requires handling customer interactions, managing financial transactions, and leading the customer success strong leadership skills, a deep understanding of financial management, and a commitment to fostering a culture enhance team proficiency in dispute resolution and financial management Performance monitoring: oversee team invoices, sending mandates, and ensuring all financial setups are correct Customer interaction: address keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate financial statements