Financial Planning Partner Assistant KZN (Westville)  

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  • Company PartnerUp (Pty) Ltd - View more jobs
  • LocationDurban
  • Job TypePermanent
Description

The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent 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. […]
Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc) […]
Collation of all client related information...

More than 30 days ago from: jobplacements.com

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