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Accounting / Finance
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- Last 7 days (2)
Paraplanner East London
Headhunters
East London
Data Management: Responsible for client data recording on the company's internal CRM software applications (internal software), IT, Systems and KPIs: All client records and tasks to be managed and maintained in XPlan is on the same page and compliant. Ensure proper record keeping in line with business rules and where relevant
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HeadhuntersHillcrest
Client data management Responsible for client data recording on the company's internal CRM software applications client Personal Goal Plans (PGPs) with the draft record of preparation for the Partner to finalize for (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained in XPlan is on the same page and compliant. Ensure proper record keeping in line with business rules and where relevant
Paraplanner Hillcrest
HeadhuntersHillcrest
Client data management Responsible for client data recording on the company's internal CRM software applications client Personal Goal Plans (PGPs) with the draft record of preparation for the Partner to finalize for (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained in XPlan is on the same page and compliant. Ensure proper record keeping in line with business rules and where relevant
Bookkeeper Payroll Port Elizabeth
HeadhuntersSouth Africa
(VIP Payroll – 90 employees). Managing of spray records / Phytclean updates. Controlling of chemical and
Accountant / Senior Bookkeeper (with Payroll)
HeadhuntersSouth Africa
(VIP Payroll – 90 employees). Managing of spray records / Phytclean updates. Controlling of chemical and
Financial Planning Partner Assistant
HeadhuntersEast London
relevant client file checklist(s)). Ensure proper record keeping in line with business rules and where relevant use of XPlan notes and tasks to manage client records and organization of practice. Prepare for clients
Financial Partner East London
HeadhuntersEast London
relevant client file checklist(s)). Ensure proper record keeping in line with business rules and where relevant use of XPlan notes and tasks to manage client records and organization of practice. Prepare for clients
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
documents and application documents. Prepare statement/record of advice documentation as required. Preparing
Paraplanner
HeadhuntersCape Town City Centre
documents and application documents. Prepare statement/record of advice documentation as required. Preparing
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
relevant client file checklist(s)). Ensure proper record keeping in line with business rules and where relevant use of XPlan notes and tasks to manage client records and organization of practice. Prepare for clients
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