transactions and transparent solutions. As Marketing Assistant to the Founder & CEO, you'll play a vital vital dual role, driving growth through personal assistance and marketing initiatives. Your research expertise in a dynamic, innovative environment. Personal Assistant Duties: Manage the CEO's calendar, schedule meetings and other communications on behalf of the CEO. Assist with the preparation of documents, presentations personas and journey maps based on research findings. Assist in creating and refining campaign briefs that align
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
transactions and transparent solutions. As Marketing Assistant to the Founder & CEO, you'll play a vital vital dual role, driving growth through personal assistance and marketing initiatives. Your research expertise in a dynamic, innovative environment. Personal Assistant Duties: Manage the CEO's calendar, schedule meetings and other communications on behalf of the CEO. Assist with the preparation of documents, presentations personas and journey maps based on research findings. Assist in creating and refining campaign briefs that align
Responsibilities: Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation system. Assist with technical underwriting on queries on business occupations, operations. Assist with the the handling of broker queries, assisting underwriting. Assist underwriting manager with ad hoc requests capacity and abilities, improving relationships, assisting marketers with complex commercial underwriting underwriting matters and claims. Risk Surveys Assisting in communicating and promoting risk survey requirements
Responsibilities: Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation system. Assist with technical underwriting on queries on business occupations, operations. Assist with the the handling of broker queries, assisting underwriting. Assist underwriting manager with ad hoc requests capacity and abilities, improving relationships, assisting marketers with complex commercial underwriting underwriting matters and claims. Risk Surveys Assisting in communicating and promoting risk survey requirements
clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's as Wealth portfolio's, short term insurance, Financial, and other areas of our business.
clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's as Wealth portfolio's, short term insurance, Financial, and other areas of our business.
function to trial balance. Drafting of annual financial statements for companies, trusts, and sole proprietors
Qualifications & Skills A BSc/BA degree in Business Administration, Sales, or a relevant field. Proven experience