Requirements:
16:30 Friday: 08:00 - 16:00 Appointments: May be required to attend to clients after hours or on weekends; paralegals and other team members, including cleaners. Assist in business growth and fairly delegate tasks. Create tracking progress monthly. Manage all stakeholders and assist in resolving escalated customer issues. Manage the Director's diary and schedule appointments. Assist in growth of business and managing stakeholders invoices. Assist the bookkeeper with reconciling matters. Track monthly targets and assist in financial
growing swiftly, is looking for an Accountant's Assistant to join the team. Description Job description/responsibilities:
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective hoc fees • Preparation of trust administration requirements, and all payments relating thereto • Client management. Key requirements for applicants: • Previous experience in similar function a requirement, with proven proven track record (3-5 years) •Matric a requirement, preferably with accounting a matric level, or booking
individual to fulfill the role of Finance Assistant. As a Finance Assistant, you will play a crucial role in providing Balance Generating Invoices and ensuring accuracy Assisting with tax compliance matters Managing filing systems
in line with the South African Reserve Bank requirements. • Ensuring that all customs VAT / Vat 404 documents ), Retirement Planning Benefits Free Employee Assistance Programmes (EAP) to cater for those life events
team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with Prepare statement of advice documentation as required. Review customer portfolio review reports in conjunction Prepare statement of advice documentation as required. Ensure the accurate production of all customer
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance with at least 5 years, experience as a Personal Assistant, preferably in the financial services industry least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the financial
compliant annual financial statements.
16:30 Friday: 08:00 - 16:00 Appointments: May be required to attend to clients after hours or on weekends; paralegals and other team members, including cleaners. Assist in business growth and fairly delegate tasks. Create tracking progress monthly. Manage all stakeholders and assist in resolving escalated customer issues. Manage the Director's diary and schedule appointments. Assist in growth of business and managing stakeholders invoices. Assist the bookkeeper with reconciling matters. Track monthly targets and assist in financial