Financial Planning Partner Assistant (Contract)

Full-time Accounting / Finance

Requirements: 23 years experience in the financial services industry advantageous. Relevant tertiary qualification or financial services related courses advantageous. Financial services industry knowledge. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint as well as AI tools and social media. Xplan experience. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical thinking: ability to strategize, research and interpret. Assertiveness, proactive and resourceful. Responsibilities, but not limited to: Client Services Implementation of the client services experience, as defined by the Head of Operations. Take full responsibility for the implement...