to the Financial Executive To assist with all Company's accounting, finance and secretarial functions and monthly tax computations and payment of all company taxes including VAT, Income Tax, Dividends Tax property registers. • To act as a bank signatory for company and entities. • Responsible for preparation of insurance claims. • Responsible for management of company's lease agreements. • Responsible for petty cash
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness
Job & Company Description:
An esteemed property group in Durban is seeking
exceptional services and driving innovation, this company offers a platform for professional growth and leadership
Analyst/Financial Modeller for a boutique advisory company in the Upper Highway Region. develop and maintain interact with clients, investors, financiers Develop company's financial modelling competencies Assist with business
operations
of company criteria and mandate. Perform commercial screening of applications in terms of company commercial management to reduce the portfolio risk of the company in conjunction with the POIU. Maintain CRM (Customer commercial statutes and regulations (e.g. Tax, Companies Act and BEE legislative environment). Ability
of company criteria and mandate. Perform commercial screening of applications in terms of company commercial management to reduce the portfolio risk of the company in conjunction with the POIU. Maintain CRM (Customer commercial statutes and regulations (e.g. Tax, Companies Act and BEE legislative environment). Ability
and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement change Acquire short term insurance leads from the company's financial planning partners On receipt of the client relationships Support and contribute to company initiatives to communicate to, educate and engage
and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement change Acquire short term insurance leads from the company's financial planning partners On receipt of the client relationships Support and contribute to company initiatives to communicate to, educate and engage
inter-company invoices and ensuring that all expenses are added correctly to all inter-company invoices supplier. Prepare daily payment recons for all companies. Verify stock movement with the stock controller Complete and submit a credit application to relevant companies for opening accounts. Send vendor application