Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
orders, supplier invoicing, statements etc Various admin duties eg: Sending bulk emails, notifications, announcements
entries for year-end/month end on pastel evolution. Admin and filing duties required for the position and
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
Identify process improvements, manage payments, handle admin tasks Stay updated, and assist with projects in
for payments Preparation of Credit Applications Admin and filing Ad hoc duties as required. The expertise