Accounts Assistant Jobs in Hillcrest
Headhunters - Hillcrest
Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)...
from: jobplacements.com (+2 sources) - More than 30 days ago
Hillcrest, eThekwini, ZA
Check and ensure integrity of client data in the various company tools and CRMs. Financial Planning preparation & Client Reviews Complete the necessary training on the Companys preferred financial planning... Monthly
from: adzuna.co.za - More than 30 days ago
Catch Recruit - Westville, South Africa
Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and Portfolio Manager are aligned and compliant to...
from: pnet.co.za - 4 days ago