Financial Planning Assistant
Updated: March 20, 2024 01:03 PM GMT
Ultra Personnel (Bedfordview)
DurbanLeading organisation within the "investments and financial services industry" requires a Financial Planning Administrator for the KZN branch. This position is based in Kloof / Gillitts.
The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The
Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head office
Client Services
Implementation of the client services experience
Take full responsibility for the implementation of administrative processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc.)
Liaison between Financial Planner and product... More Detail
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