organisation is seeking an Accounts/Financial Assistant to join their team whol is capable up to trial The ideal candidate will report to the Finance Manager.
Responsibilities:
supplier industry. We require a Sales and Financial Assistant who is a passionate and intelligent candidate and calculations Key Responsibilities: Finance: - Assist in preparing and processing invoices, payments and up-to-date financial records and reports - Assist in budgeting and forecasting - Perform financial financial data analysis and reporting Sales: - Assist in processing sales orders and quotations - Maintain accurate customer base - Strong knowledge of financial management and sales principles - Proficient in Microsoft
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
contracts, employee benefits, job descriptions, assist with disciplinary process Duties
weekends on an ad hoc basis. The candidate will manage inquiries and service offerings provided by both General Office Management: Procure office supplies (stationery, grocery, etc.). Manage the main email address and telephone, ensuring timely responses. Manage multiple tasks and prioritize workload effectively Consult with clients physically or telephonically. Management Responsibilities: Provide administrative support paralegals and other team members, including cleaners. Assist in business growth and fairly delegate tasks. Create
growing swiftly, is looking for an Accountant's Assistant to join the team. Description Job description/responsibilities: daily vouchers. Perform monthly reconciliation of managed accounts to ensure clear and reasonable balance
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 etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
individual to fulfill the role of Finance Assistant. As a Finance Assistant, you will play a crucial role in providing Invoices and ensuring accuracy Assisting with tax compliance matters Managing filing systems for easy accessibility
), Retirement Planning Benefits Free Employee Assistance Programmes (EAP) to cater for those life events
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients effective financial plan documents and/or risk management documents, in-line with the strategy as outlined with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information