Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
staff and branch performance and who can align systems and procedures and implement business strategy Job Specification Improve operational management systems, processes, and best practices to enhance efficiency budgets, expenses for the Branch and analyse financial data to identify opportunities for improving general Effective verbal and written communication to convey information, collaborate with teams, and also interact with improve operational efficiency Understanding of financial principles, budgeting, and forecasting skills
Certificate (Grade 12) Familiarity with the Autoline System, giving you an edge in managing service operations with confidence A comprehensive understanding of financial budgeting principles, ensuring efficient resource Protection Act and the Protection of Personal Information Act, safeguarding our clients' customers' interests upload your CV or for more information. By submitting any Personal Information to MPRTC in any form you such Personal Information by MPRTC and/or MPRTC's clients and/or verification information suppliers. You
Certificate (Grade 12) Familiarity with the Autoline System, giving you an edge in managing service operations with confidence A comprehensive understanding of financial budgeting principles, ensuring efficient resource Protection Act and the Protection of Personal Information Act, safeguarding our clients' customers' interests upload your CV or for more information. By submitting any Personal Information to MPRTC in any form you such Personal Information by MPRTC and/or MPRTC's clients and/or verification information suppliers. You
data capturing including updating of client information, keyphase data. · Accurate Filing / record keeping keeping of contracts and other information. · Management and updating of Google Earth polygons, place assisting the information team and program leaders. · Capturing of orchard census information and Google · Accurate updating of stock-on-stock control system and report to the finance department · Assist with Fleet, production, QSHER, Finance etc, with information required from the program department as requested
data capturing including updating of client information, keyphase data. · Accurate Filing / record keeping keeping of contracts and other information. · Management and updating of Google Earth polygons, place assisting the information team and program leaders. · Capturing of orchard census information and Google · Accurate updating of stock-on-stock control system and report to the finance department · Assist with Fleet, production, QSHER, Finance etc, with information required from the program department as requested
initiatives and projects, researching and assessing information, compiling recommendations and presentation material readiness for key meetings including supporting information and one-on-one briefings. Coordination of regular g. Business, Financial Reviews. Undertaking the analysis and compilation of information as requested of work, to ensure effective co-ordination of information and activity. Essential: A formal 3-year National structures, policies, and business operations from a systems and process perspective. Sound understanding of
specialty (e.g. finance, sales & marketing, information systems, human resources, operations, manufacturing
secure relevant information and identify key issues and relationships from a base of information, relate and
Financial Management > The ability to understand the financial effects of certain
certain choices and actions and make informed decisions to maximize profits and decrease loss.
ability to allocate resources - human, material, financial; ability to define intermediate goals and contingencies
service to every customer. Cash Handling & Financial Duties: Manage transactions with precision and Proficiency in Microsoft Office Suite and ERP systems. Excellent communication and interpersonal skills (PTY) Ltd. is POPIA (Protection of Personal Information Act, 2013) compliant.
service to every customer. Cash Handling & Financial Duties: Manage transactions with precision and Proficiency in Microsoft Office Suite and ERP systems. Excellent communication and interpersonal skills (PTY) Ltd. is POPIA (Protection of Personal Information Act, 2013) compliant.