The ability to implement internal systems and controls to ensure good financial management. Proven oversight budgeting and forecasts. Risk management and internal control measures: Providing the necessary guidance and robust framework for risk management and internal control measures. Treasury and capital markets: Optimising
investments/products/vehicles. Managing the client review process. Checking and / or capturing of client payments financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning ensure the continued operations of team services. Process new account paperwork, including preparation, transfer
investments/products/vehicles. Managing the client review process. Checking and / or capturing of client payments financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning ensure the continued operations of team services. Process new account paperwork, including preparation, transfer
skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical for the implementation of administrative processes and controls in the Financial Planning practice(s) (including Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure
year's experience in dealing with commission / fee processes in the financial services space secures. A wonderful point of contact for all commissions processing / income processing, distributed to the Financial Planning commission / fee processes and payments as well as exposure to financial processes (invoicing and payments) knowledge and related commission / fee payment processes – understanding commission calculations. Computer central e-mail accounts. Receive, validate and process withdrawals for clients daily. Assist with the
year's experience in dealing with commission / fee processes in the financial services space secures. A wonderful point of contact for all commissions processing / income processing, distributed to the Financial Planning commission / fee processes and payments as well as exposure to financial processes (invoicing and payments) knowledge and related commission / fee payment processes – understanding commission calculations. Computer central e-mail accounts. Receive, validate and process withdrawals for clients daily. Assist with the
Maintaining records Reconcile Petty Cash received. Process to General Ledger and Creditor Accounts Creditor (Invoice for workshop and parts that are not processed documentation outstanding etc.) Follow up on payments
Tertiary qualification preferable (Sales, HR, Project Management). Xhosa and English speaking. 3 years
Tertiary qualification preferable (Sales, HR, Project Management). Xhosa and English speaking. 3 years
trainees PSR/TSR's and assisting in the assessment process. Provide technical assistance to staff members audit quality and risk management in the review process. Please note, should you not receive a response