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A leading financial services firm is seeking a Partner Assistant in Roodepoort. This role involves supporting Financial Planning Partners with administrative tasks, client service, and operational support. Ideal candidates will have 2-3 years of experience in the financial sector, and possess strong communication and organizational skills to enhance client experiences.
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to the company's 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 regional office / head office.
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Financial Assistant • Roodepoort, South Africa