and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language 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
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language 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
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language 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
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language 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
maintain all creditor documentation of the group companies (computer and manual filling system up to date credit limits, opening accounts, CGIC). Control company card transaction (includes all capturing, reconciliations
Human Resources and Office Management. Oversee company secretarial and compliance matters. Financial Responsibilities: access software in place and updated regularly. Company documentation safely stored for the minimum period Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance. BEE with relevant laws and regulations. Taxes / VAT: Company in possession of a tax clearance certificate at