purpose : to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent would be beneficial Working experience on CRM systems Excellent communication skills (verbal and written) Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use Astute
Bookkeeper will be responsible for supporting their Financial Accountant to support their current learning communities requirements: Grade 12 Degree in Accounting or financial management 3 years' experience within the same accurate, complete and valid each month and support Financial Accountant to prepare monthly management accounts Manager where/ if required; Audit: support the Financial Accountant to address any external audit queries audit and related internal controls : support Financial Accountant to conduct regular internal audits
purpose : to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent would be beneficial Working experience on CRM systems Excellent communication skills (verbal and written) Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use Astute
discussed in interview) Do you have a passion for the financial markets and a talent for building lasting client exciting opportunity to leverage your expertise in financial markets while working in a collaborative and supportive excellence, this firm has been a pillar in the financial industry for over 25 years. They pride themselves field OR 3 years' experience in brokerage or financial advisory roles with at least an NQF 5 qualification
discussed in interview) Do you have a passion for the financial markets and a talent for building lasting client exciting opportunity to leverage your expertise in financial markets while working in a collaborative and supportive excellence, this firm has been a pillar in the financial industry for over 25 years. They pride themselves field OR 3 years' experience in brokerage or financial advisory roles with at least an NQF 5 qualification
degree/diploma or equivalent in Business Administration, Information Technology, or a related field. Certification software (e.g., Power BI, ClickView, Excel, CRM systems, call centre software). Accuracy in handling data Oversee the monitoring and maintenance of support systems to ensure optimal performance. Coordinate with Continuously evaluate and improve support processes and systems. Stay updated on industry trends and technologies
degree/diploma or equivalent in Business Administration, Information Technology, or a related field. Certification software (e.g., Power BI, ClickView, Excel, CRM systems, call centre software). Accuracy in handling data Oversee the monitoring and maintenance of support systems to ensure optimal performance. Coordinate with Continuously evaluate and improve support processes and systems. Stay updated on industry trends and technologies