Financial Planner Partner Assistant - Roodepoort
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- Location6000 Roodepoort, South Africa
- Job TypePermanent
The Partner Assistant supports the Financial Planning Partner(s) 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 Planning Partner and is the liaison person between the practice and the regional office / head office. […]
Collation of all clients related information (data discovery and fact find) and...
8 days ago from: simplify.hr
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