Our client in the Financial Services sector based in Durban North, Durban is seeking the services of of an experienced Financial Services Assistant. This is a well-established and growing business. This role suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have customer service. Matric Degree or Diploma in Financial Services and/or RE5 certification will be an advantage
Minimum requirements for the role: A minimum graduate level of intellect, preferably with a higher degree degree in a commerce qualification. A related post graduate qualification/MBA would be an added advantage of strategic planning, and administrative and financial management systems. Promotes a clear sense of
Minimum requirements for the role: A minimum graduate level of intellect, preferably with a higher degree degree in a commerce qualification. A related post graduate qualification/MBA would be an added advantage of strategic planning, and administrative and financial management systems. Promotes a clear sense of
This is an ideal opportunity for an agriculture graduate needing experience to start his/her career to
qualification, proficiency in MS Excel, strong financial acumen, and excellent communication skills. If Internal Processes Assisting in establishing financial goals and objectives Assisting in establishing Advanced EXCEL – pivot tables, Data science) Financial and costing literacy Planning and organizing skills
and management. 4. Financial Management: Assist with budget preparation and financial planning. Monitor Monitor expenses and maintain financial records with the Beancounters, ensuring adherence to budgetary constraints to publish monthly management accounts Prepare financial reports and analyses for project managers / the
communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting
communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting
for assessment by credit. Matric 1 to 2 years Financial Services / Home Loans Administration experience
for assessment by credit. Matric 1 to 2 years Financial Services / Home Loans Administration experience