Catch
1 year ago
Financial Planner Partner Assistant - Overbaakens
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Company information
- Company
- Catch
- Location
- South Africa South Africa
- Posted
- 1 year ago
Job description
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant 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 Financial Planning Partner(s). This role requires strong communication skills, attention to detail, and ability to work independently.
Required skills
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