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Dynexity is a boutique recruitment firm driven by passion and the challenge of connecting quality candidates to careers that deliver success. The foundation of our business is built on trust integrity and the three key fundamental people solutions to ATTRACT, INTEGRATE and RETAIN. The company's extensive specialised recruitment track record enables us to ...
The Role:
You will be supporting the Senior Wealth Planner(s) in providing our clients with the required levels of client services. You will be part of a regional team and are encouraged to collaborate with other Assistants in the office as well as with team members in the Region. You will oversee the administrative, operations and client services support to the Senior Wealth Planner(s) and be the liaison between the practice and the regional office/head office.
Attributes
The successful applicant puts the needs of clients first and takes ownership of the goal, which is to always strive to be effective and impactful in our clients’ lives and can facilitate and assist Senior Wealth Planner(s)
Qualifications and Experience
Knowledge
Competencies
Client Services
Operational support for Managers and CRMs
Operations
Office Management
IT & Systems
NAV & KPIs
Marketing Support
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