to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
manager • Ensuring production is backflushed daily-assist with backflushing as and when required • Determining simultaneously • Regularly review age analysis • Assist in collecting overdue amounts • Authorize debtors' Waiting after hours when necessary for country drivers • Who are late in returning to the branch • Authoring
manager
• Ensuring production is backflushed daily-assist with backflushing as and when required
• Determining
simultaneously
• Regularly review age analysis
• Assist in collecting overdue amounts
• Authorize
Waiting after hours when necessary for country drivers
• Who are late in returning to the branch
transactions / spend per bar transaction.
records for workflow management. Identify additional training needs for sales agents related to the Asset Life fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility:
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
•Working knowledge of focused client service •Valid drivers’ license •Proficient in MS office (Word, Excel PowerPoint, and Outlook) •Presentation skills •Valid Driver’s license •Extensive travelling required for member
statutory reporting, and run the audit process
prioritization skills. Team player. Must have a valid driver's licence and own transport to travel to and from