a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA... and mentoring to assistant(s) with regards to facilitate knowledge and skills development. Participate performance development (PD...
Accounts Administrator/Personal Assistant Qualification Matric Personal Assistant Diploma/Certificate Accounts... and Personal Assistant experience 2 - 3 years experience with quickbooks 2-3 years experience on SAP Must have own car Duties...
engagement Update and maintain the CRM system and other sales tools Personal Assistant to Directors: Handle online...
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