Driver ( Tax Advisory Services) Location: Pretoria, Gauteng A Tax Advisory firm located in Pretoria East East is seeking to appoint a Driver to join their team. Position Overview: One will be responsible for delivering all tender documentation for the company. The Driver will have additional responsibilities to assist Key Requirements to be liable for consideration: Driver's License – Essential . Tender administration experience
Driver ( Tax Advisory Services) Location: Pretoria, Gauteng A Tax Advisory firm located in Pretoria East East is seeking to appoint a Driver to join their team. Position Overview: One will be responsible for delivering all tender documentation for the company. The Driver will have additional responsibilities to assist Key Requirements to be liable for consideration: Driver's License – Essential . Tender administration experience
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc
/>Submission of new insurance business application(s), together with supporting documentation to relevant
into xPlan (including relevant client file checklist(s)).
Ensure proper record keeping in line with
storage into XPlan.
Distribute communication(s) to clients as stipulated in the client management
and health keeping)
Distribute communication(s) to clients as requested by the Financial Planner
process
re-routes appointment/meetings on behalf of manager/s
the system. Communicating with subcontractors (drivers, controllers, managers) to follow up on outstanding Excel) Willingness to learn and adapt quickly Valid driver's license with reliable transportation.
English and Afrikaans.