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
interaction and liaison. Reception duties. Admin s Kindly apply if you meet the minimum requirements
system Petty Cash Reporting/Analysis Checking POP,s ( Proof of Payment ) and supporting documents General
Patricia and CMS will be an advantage Qualification/s Matric/ National Diploma or equivalent qualification
Patricia and CMS will be an advantage Qualification/s Matric/ National Diploma or equivalent qualification
tenders as well as the tracking of work flow progress v/s programme. One would describe you as a highly organised assist with drafting of financial reporting of costs v/s budget Competencies : Honest Communication Delivering
word, PowerPoint, outlook and QuickBooks) 5 year(s): Administrative support experience Able to work under
professional assistant Industry Relevant qualification(s) Lexis Convey experience Ghost practice experience
professional assistant Industry Relevant qualification(s) Lexis Convey experience Ghost practice experience