work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification least 5 years Financial Services Industry work experience in a senior role Be able to learn and gain technical various investment accounts and help implement any changes required to client accounts, trading accounts disbursements obtain investment statements and tax information as required. Validate all types of instructions processed Client Care documents and business documents to required standards for submissions. Ensure client interactions
Warnings in the last 6 months • Must have Insurance Experience Competencies RESPONSIBILITIES • Mentoring the Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist productivity as and when required • Perform Daily/Weekly QI reviews if required • Co-ordinate all process Warnings in the last 6 months • Must have Insurance Experience Competencies RESPONSIBILITIES • Mentoring the
Warnings in the last 6 months • Must have Insurance Experience Competencies RESPONSIBILITIES • Mentoring the Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist productivity as and when required • Perform Daily/Weekly QI reviews if required • Co-ordinate all process Warnings in the last 6 months • Must have Insurance Experience Competencies RESPONSIBILITIES • Mentoring the
oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Continuous Improvement and Communication Experience required: Grade 12/Matric with Mathematics and accounting (Advantageous) 3-5 years post article experience. Previous logistics industry experience will be advantageous. The
documentation - Provide efficient and effective office management Minimum Requirements: - Must have Pastel/SAGE Pastel/SAGE Experience 3 years - At least 3 to 5 years as a bookkeeper or similar role - Proven record Vehicle - Experience in FMCG - Experience managing others Education: - Certificate (Required) Experience: - - Bookkeeper: 3 years (Required) - Sage: 3 years (Required) License/Certification - Bookkeeper accreditation
documentation - Provide efficient and effective office management Minimum Requirements: - Must have Pastel/SAGE Pastel/SAGE Experience 3 years - At least 3 to 5 years as a bookkeeper or similar role - Proven record Vehicle - Experience in FMCG - Experience managing others Education: - Certificate (Required) Experience: - - Bookkeeper: 3 years (Required) - Sage: 3 years (Required) License/Certification - Bookkeeper accreditation
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REQUIREMENTS:
profit and loss statements, and other reports as required by management. Compliance: Ensure compliance with with federal, state, and local legal requirements. Keep informed about changes in tax and deduction laws Auditing: Prepare for and assist in audits. Generate required documentation for audits and collaborate with systems and processes. Administrative Support: Provide support to the accounting department and other filing, data entry, and general office duties. Requirements: Proficiency in Xero is essential Proficiency
profit and loss statements, and other reports as required by management.
Compliance:
Administrative Support:
Requirements:
audits in the Western Cape Salary: Neg based on experience but they are a small firm so don't expect big advisory firm based in Durbanville, specializing in providing comprehensive financial services to a diverse compliance with relevant laws and regulations. 7. Provide guidance and mentorship to junior staff members