a leading financial institution dedicated to excellence in providing innovative financial solutions.
investor instructions and investor reporting.
Report to:
H4 Team Leader
Key
correctly by administrators.
Minimum 2 years of experience in an accounting or financial environment
Be proficient in Microsoft
companies. The Job: This is a reporting orientated role providing insightful reports in a visualised dashboard to clients and Key Account Managers and analyse reports to identify irregularities. This position involves Responsibilities include Ensuring monthly fleet reports for key account clients Updating vehicle consumption Update customer details for automated reports Load automated reports for clients as needed Maintain up-to-date knowledge of solutions and reporting systems Compile special request reports for Key Account Managers Submit
Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment
Excellent Duties:
Provide support services to Financial Planner
General administration / Maintain
updating and submitting of financial data on financial system Petty Cash Reporting/Analysis Checking POP,s
employ a half day Personal Assistant to the MD / Financial Administrator to join their dynamic team. The office and provide essential administrative and financial support. Responsibilities include: Personal Assistant the MD, ensuring easy retrieval of documents. Financial Administration Assist with processing and sending time sheets by staff, producing monthly project reports, ensuring that project scope changes are captured and charged etc. Produce monthly project cost reports Communication and Liaison: Communicate effectively
and message taking where needed.
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint calls and message taking where needed. Weekly reporting on compliance, reviews, client communication, CPD points. Weekly compliance updates and X-plan reports. Addressing compliance related queries from within