Search Results: 3 vacancies
...with the Financial Planner on all data and practice attributes on NAV
Marketing Support
Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
Assisting Financial...
Ultra Personnel
Kloof, Durban
29 days ago
...Phone client to request documents and schedule meetings either via email or WhatsApp
Attend to client queries
Liaise with the events co-ordinator regarding RSVP on respective clients
Attend client presentations, Prospecting events and interact with clients...
...Sage from invoicing to receipt
~Debtors reconciliations
~Age analysis reconciliations
~Attend client presentations, prospecting events and interact with clients
~Liaise with finance division in respect of commission and fees
~Friendly and caring to the client in all...
