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2nd Assistant to Wealth Manager / Financial Planner
Express Employment Professionals Midrand
Centurion
Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any ins...
Jobplacements.com  30 days ago
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2nd Assistant to Wealth Manager / Financial Planner
Express Employment Professionals Midrand
Centurion
Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any ins...
Jobplacements.com  30 days ago