tion and submission of EMP201's, EMP205's, and UI-19's
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc
rules
Submission of new business application(s), together with supporting documentation to relevant
into xPlan (including relevant client file checklist(s))
Ensure proper record keeping in line with business
storage into XPlan
Distribute communication(s) to clients as stipulated in the client management
and health keeping)
Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc lodgment rules Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business safe storage into XPlan Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc lodgment rules Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business safe storage into XPlan Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
system Petty Cash Reporting/Analysis Checking POP,s ( Proof of Payment ) and supporting documents General
the Kirkwood Packhouse Ingqweba Packhouse – H&S, ISO, BRC and SIZA Packhouse Health and Safety Management
the Kirkwood Packhouse Ingqweba Packhouse – H&S, ISO, BRC and SIZA Packhouse Health and Safety Management
REQUIREMENTS
Grade 12.
Relevant qualification/s.
Valid drivers license / own reliable vehicle