through. Ensuring prompt serving of customers (Assist potential customers and maintain efficient relationships sales, technical, internal sales staff and shop assistants who face the customer as well as the back office Manage the Receiving and Distribution processes. Administration: Sign off every credit note and purchase order
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity full responsibility for the implementation of administrative processes and controls in the Financial Planning client file checklist & lodgment rules. Administration relating to client transfer and new business Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
are kept in the correct working condition. 2. Administration / Record Keeping Ensure that appropriate job teams and carry out safety audits when required. Assist the production team in other departments when the
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
focussing on Client Touchpoints and Experience. Assisting in the development of the Marketing and Communications partners, nationally. Marketing support and administration - support and co-ordinate all regional marketing
focussing on Client Touchpoints and Experience. Assisting in the development of the Marketing and Communications partners, nationally. Marketing support and administration - support and co-ordinate all regional marketing
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective