financial matters. The role will also include: team management, developing process and procedures, implementing skills to ensure the timely provision of high-quality accounting, reporting and administration which legal and professional requirements and guidelines Manage the process for the audit of the statutory annual unit and cash reconciliations Review of monthly management accounts and prepare variance analysis to budget of accounts Conduct probation and performance management meetings in accordance with company procedure
the Private Client and Trust Manager Key Duties and Responsibilities: Manage clientt questions and queries all client documentation within the document management system and administration system Ensure we meet business success. Attend Management meetings on request or in the absence of the manager. Hold regular team appraisals, on request or in the absence of the manager Competencies Include: A relevant professional qualification
not limited to: Bookkeeping up to Trial Balance Managing Creditors and Debtors Compiling month end packs reconciliations and preparation Experience in cash flow management and budgeting is advantageous Property industry responsibilities on a daily, weekly and monthly basis Managing statutory submissions including EMP201, 501's
entry and management of all assigned customer orders, loads, and customer correspondence Manage assigned to date daily invoicing and various customer/management reports Demonstrate regular attendance and timeliness
analysis and to ensure the accounts stay up to date. Management of eWallet cards Assist with month-end or quarterly Outlook, PowerPoint and Excel (advanced) Time management Problem solving
Afrikaans and English Problem solving Teamwork Time Management – Meeting deadlines and working towards predetermined
electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
results, tracking business KPI's and supporting the management in developing action plans Implement and control