Initiate and organise sales meetings with clients to assist with operational questions and ideas Budgeting goods and services Generate invoices for customers Assist in producing financial forecasting, billing and reconciliation Ensure that all Race Day transactions are accounted for, cashed up and securely stored Key Competencies/
promotional items and replenish as needed Client gifts: Assist with the selection, ordering and delivery of client payment to suppliers Pitches and proposals: Ad-hoc assistance in preparing, printing and delivery of tenders tenders and pitches CRM System - InterAction: Assist with data steward related tasks on the firm's CRM system accurate client information and assisting users with data inputting Team assistance: Work closely with all members ensure deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command
promotional items and replenish as needed Client gifts: Assist with the selection, ordering and delivery of client payment to suppliers Pitches and proposals: Ad-hoc assistance in preparing, printing and delivery of tenders tenders and pitches CRM System - InterAction: Assist with data steward related tasks on the firm's CRM system accurate client information and assisting users with data inputting Team assistance: Work closely with all members ensure deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command
as needed
supplier information sheets to AP for opening accounts.
Administrative Support. 8. Strategic Support: Assist the CEO in strategic planning, business development essential to me. A working knowledge of Xero Accounting System would be great. R18 000PM
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction
▪ Standing in for reception when necessary. ▪ Assisting reception with ordering stationery and other admin capturing number sequences for internal records. ▪ Assisting with overnight bags and courier collection. ▪ general requests from Directors – general admin. ▪ Assisting Internal Sales with filing and capturing ▪ Stock-taking
▪ Standing in for reception when necessary. ▪ Assisting reception with ordering stationery and other admin capturing number sequences for internal records. ▪ Assisting with overnight bags and courier collection. ▪ general requests from Directors – general admin. ▪ Assisting Internal Sales with filing and capturing ▪ Stock-taking