a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience administration and support. You will need to have completed your Matric and a qualification/diploma in financial planning planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience administration and support. You will need to have completed your Matric and a qualification/diploma in financial planning planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
verify accounts Any other ad hoc duties required. Matric (Accounting would be an advantage) Need to be able or 2 people Need to be able to control a process Need to be able to manage situations Need to be able clients Need to be able to work on their own (self starter) Need to be able to work in Teams Need to understand
documentation, including delivery receipts, signatures, and any additional paperwork, is complete and accurate. Data details and customer records. Investigate and resolve any discrepancies or issues with delivery documentation with vendors, and internal stakeholders to address any discrepancies or missing information in proof of delivery documents. Provide support and assistance as needed to ensure timely resolution of issues. Quality improvement and implement corrective actions as needed. High school diploma or equivalent; additional
documentation, including delivery receipts, signatures, and any additional paperwork, is complete and accurate. Data details and customer records. Investigate and resolve any discrepancies or issues with delivery documentation with vendors, and internal stakeholders to address any discrepancies or missing information in proof of delivery documents. Provide support and assistance as needed to ensure timely resolution of issues. Quality improvement and implement corrective actions as needed. High school diploma or equivalent; additional
Communicate with drivers and customers to resolve any discrepancies in delivery documentation. Manage customer Assist with data entry and administrative tasks as needed. Provide general administrative support to the
payments. Reconcile customer accounts and resolve any billing discrepancies or issues. Maintain accurate and submit statements of accounts to customers as needed. Provide support during month-end and year-end
or equivalent / Tax field experience / Tax qualification will be beneficial 3-5 years of administrative/SARS eye for detail and accuracy Ability to anticipate needs and solve problems proactively Efficient time management attitude with a willingness to assist team members as needed
quotations for parts and following up on spares needed Responsible for correspondence with suppliers Responsible must meet the following requirements : Matric Qualification in Mechanical Engineering will be advantageous
their lifetime goals by identifying their financial needs, providing sound financial advice, recommending First class technology Matric or equivalent qualification A clear criminal record A clear credit record