they are well-established and thriving. They provide customised financial planning services to their Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms
they are well-established and thriving. They provide customised financial planning services to their Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms
(POD) documents, managing customer credits, and providing general administrative support to the operations with data entry and administrative tasks as needed. Provide general administrative support to the operations department. Respond to customer inquiries and provide assistance as required. Collaborate with other Administration, Accounting, or related field. Proven experience in a similar administrative role, preferably preferred. Experience with administrative duties such as data entry and filing. Experience with ERP systems
Invoice processing: Process invoices for services provided by vendors. Ensure that invoices are accurate or training in accounting, finance, or business administration is preferred. Previous experience in a
Invoice processing: Process invoices for services provided by vendors. Ensure that invoices are accurate or training in accounting, finance, or business administration is preferred. Previous experience in a
advisory firm based in Durbanville, specializing in providing comprehensive financial services to a diverse to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family compliance with relevant laws and regulations. 7. Provide guidance and mentorship to junior staff members
results. This role provides an excellent opportunity to gain hands-on experience in client relationship delivery of our solutions according to customer needs.
Monitor and report on the performance with project management software.
Experience with CRM software such as Salesforce or HubSpot Administration, or related field.
Previous experience (1-2 years) in account management, sales, or
submit statements of accounts to customers as needed. Provide support during month-end and year-end closing related field (advantageous). Proven 3 years of experience as a Debtors Clerk or in a similar role. Strong collection practices and credit control procedures. Experience in the logistics industry is a plus. Ability
advisory firm based in Durbanville, specializing in providing comprehensive financial services to a diverse to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family offers an excellent opportunity to gain practical experience in accounting and taxation while working alongside
advisory firm based in Durbanville, specializing in providing comprehensive financial services to a diverse to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family offers an excellent opportunity to gain practical experience in accounting and taxation while working alongside