Admin All Rounder Jobs in South Africa
Creditors Clerk Port Elizabeth
Headhunters
South Africa
letters, faxes, forms, emails). Always maintain all creditor documentation of the group companies (computer to date and orderly). Creditors control (includes all capturing, reconciliations, queries, credit limits CGIC). Control company card transaction (includes all capturing, reconciliations, top-ups, queries – fleet
share this job on whatsappFinancial Planning Partner Assistant
HeadhuntersEast London
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Financial Partner East London
HeadhuntersEast London
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Financial Manager Port Elizabeth
HeadhuntersSouth Africa
Responsibilities and expectations but not limited to: All Financial Movement / Disciplines relating to the (internal and external), farms and yachts. Manage all aspects of Human Resources and Office Management secretarial changes in Directors, shareholding, etc. All statutory records updated with CIPRO. Ensure compliance in possession of a tax clearance certificate at all times. Annual provisional and annual tax returns
Financial Manager
HeadhuntersSouth Africa
Responsibilities and expectations but not limited to: All Financial Movement / Disciplines relating to the (internal and external), farms and yachts. Manage all aspects of Human Resources and Office Management secretarial changes in Directors, shareholding, etc. All statutory records updated with CIPRO. Ensure compliance in possession of a tax clearance certificate at all times. Annual provisional and annual tax returns
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Financial Planning Partner Assistant
HeadhuntersHillcrest
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Financial Partner Hillcrest
HeadhuntersHillcrest
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
Paraplanner East London
HeadhuntersEast London
planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan. Ensure NAV (internal software), IT, Systems and KPIs: All client records and tasks to be managed and maintained Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
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