Finance and the MIS Team amongst others. Requirements: Post Grade 12 / tertiary qualification in a related field Support: Support the Centre with general office management tasks including reception and facilities. Support with business processes daily. 2. Commission Management: Maintenance of the employee database on the and process manual commission payments. Query management - with product providers on queries and internal end statements to third parties where necessary. Managing suspense entries in line with internal business
Finance and the MIS Team amongst others. Requirements: Post Grade 12 / tertiary qualification in a related field Support: Support the Centre with general office management tasks including reception and facilities. Support with business processes daily. 2. Commission Management: Maintenance of the employee database on the and process manual commission payments. Query management - with product providers on queries and internal end statements to third parties where necessary. Managing suspense entries in line with internal business
Maintain records of financial transactions by posting and verifying data. Define bookkeeping policies establishing a chart of accounts (using Sage Evolution). Manage and control all aspects of Payroll (Pastel) as and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage deposits and following up on outstanding debtors. Manage and control all aspects of creditors (using Sage branch/company accounts e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing
Maintain records of financial transactions by posting and verifying data. Define bookkeeping policies establishing a chart of accounts (using Sage Evolution). Manage and control all aspects of Payroll (Pastel) as and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage deposits and following up on outstanding debtors. Manage and control all aspects of creditors (using Sage branch/company accounts e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE