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
software (Sage Evolution and Pastel) and proficiency in all Microsoft applications (especially Microsoft Excel) control all aspects of Payroll (Pastel) as well as submit EMP201 returns, IRP5 reconciliation and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage Evolution) – accurate following up on outstanding debtors. Manage and control all aspects of creditors (using Sage Evolution) – creditors e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing and submitting VAT
software (Sage Evolution and Pastel) and proficiency in all Microsoft applications (especially Microsoft Excel) control all aspects of Payroll (Pastel) as well as submit EMP201 returns, IRP5 reconciliation and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage Evolution) – accurate following up on outstanding debtors. Manage and control all aspects of creditors (using Sage Evolution) – creditors e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing and submitting VAT
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
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
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
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
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
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
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