Wynberg( southern suburbs Cape Town) require a tax assistant with the following: Tertiary qualification( majoring SALARY: R 14-15000.00 per month The post Tax Assistant appeared first on freerecruit.co.za .
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records
Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account
Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process
Performance Indicators score on NAV
Request assistance and guidance from the Partner Operations Manager
with exceptional Credit Control skills and a professional who can easily communicate with clients. The advantageous (multi skilled) Volume / deadline driven Professional and excellent communication skills Salary between
proficient professionals committed to helping you succeed and establish a successful and professional career Opportunity to establish yourself as a financial professional and build your own practice under the Liberty
preparation / review of cash flow projections ● Provide assistance with managing risk compliance in terms of group border regulations & related tax matters ● Assist in managing retailer claims process flow ● Managing
· Address all special margin queries urgently · Assist with monthly ID Bank audit ADHOC DUTIES & OTHER Resolved any cashbook queries raised immediately · Assist with the admin roles during Branch stock takes