Description:
Financial Planning Partner Assistant
Purpose of role:
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.
Responsibilities:
Client Services Implementation of the client services experience, as defined by the Head of Client Services Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc) Liaison between Financial Planner Partner and product providers Will be required to follow the formal complaint resolution processOperational Support
05 Mar 2025;
from:
gumtree.co.za