Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing clients. You'll be based (full time) in gorgeous offices in Tygervalley, Cape Town. What you'll need Experience gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
looking for an exceptional Executive Financial Assistant to join their dynamic team. You'll be at the heart operations, working closely with the director to streamline processes, manage financial records, and support rule, this is the role for you Responsibilities: Manage and execute accounts payable and receivable with credit card statements with unwavering accuracy. Assist in payroll processing, and employee expense reimbursement Maintain impeccable financial records and document management systems. Contribute to financial audits with
the debtors and creditors function and provide assistance to the Group Accountant where necessary. Creditors reconciliation Calculate monthly creditors cash flow projection on a rolling two-month basis Compile Production stock valuations Assist Junior Accountant with Asset Register where required Assist Group Accountant insurance claims where required Assist with audit preparation Assist with ad hoc accounting tasks Debtors Debtors All Functions relating to Debtors management Process sales invoices and ensure all supporting documentation
services company is recruiting for a Executive Assistant to the MD. Requirements: Matric with at least least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry OR a B-Degree least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial literate on a basic to intermediary level on Microsoft Office software Must have excellent communication skills English Must have excellent interpersonal, time management and organizational skills Must be able to work
Property Investment Company, is looking for an Assistant Tax Administrator to join their team in Cape Town Certificate/Diploma (Finance/Taxation) Computer literacy – MS Office and efiling The ability to work independently with and meticulous attention to detail Good time management skills, knowing how to prioritise Registered
looking for your next step to success, then this Assistant Accountant position is for you Job and Company for the perfect person to start in their new Assistant Accountant position. This client leads through
Currently seeking an Assistant Accountant for a leading FMCG company based in Cape Town. This a maternity from 1st July - January 2025. Coordination and management of creditors department. Liaise with all relevant relevant departments. FNB Online Banking. Assist with the cashflow planning process. Capturing and reconciliations accounts. Journal preparation and capturing. Monthly management account report extract. Calculate and summarise reporting. Submission of SARS Diesel Refund claims. Assist with year-end processes and external auditors.
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll services to their clients. You'll be office based daily in professional offices in Eversdal, Durbanville. What
and implement repayment schedules and terms
Assist the company to take legal action against delinquent
Excel summary of the
amounts overdue
Assist Division Head with ad-hoc tasks
REQUIREMENTS:
Requirements: Grade 12 N4 Financial Management Certificate Alternatively Diploma in Financial/Cost Accounting be an advantage) Financial Knowledge Microsoft Office English and Afrikaans Key Performance Areas: Profitability clients' accounts with third parties Cashbook Assisting procurement (purchase orders, sorting GRN's) Reconciling Analysis and projects Assets (Depreciating additions and disposals) Plan, organise and manage own workload is achieved in a timeously and accurate manner Assist with reporting Foreign transactions/ payments together