Management of all secondary services which includes, account management, consulting, and facilitation on all Administration & Financial Management of Account Effective and accurate maintenance of client information setting and experience in project management or account management will be a great advantage. Experience confident communicator Market Related Holidays: 21 days per year public holidays (Full time) Discretionary
fund units report and updating and adding client accounts on our third-party funds supplier for our active portfolios and regular monitoring of funds and accounts on various platforms. Process and execute financial opening of new client accounts, support with phasing of various investment accounts and help implement any any changes required to client accounts, trading accounts disbursements etc. Engage and manage other effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements
responsibilities: Reliable accounts clerk, with sound and solid understanding of accounts & Pastel. Duties
sales, new business development and management of accounts in the Educational, Publishing and Self Publishing media sectors Able to grow and develop existing accounts and do cold calling for new business development
An accounting company based in Wynberg( southern suburbs Cape Town) require a tax assistant with the qualification( majoring in Tax) Min 3 years experience in accounting/tax environment Knowledge and experience with
Management - Establish and maintain supplier(debtors) accounts - Processes supplier(debtors) invoices, statements for authorization - Maintain the computerized accounting system - Pastel Inventory - FIFO systems implemented Yearly reconciliation of creditor, debtor, and BL accounts - Assist with the preparation and processing of bookkeeper or similar role - Proven record of account management - Clear Credit and Criminal Record -
excellent opportunity to gain practical experience in accounting and taxation while working alongside seasoned Bachelor's degree in Accounting, Finance, or related field. 3. Strong understanding of accounting principles and skills. 5. Proficiency in Microsoft Excel and accounting software. 6. Ability to work effectively both
Management - Establish and maintain supplier(debtors) accounts - Processes supplier(debtors) invoices, statements for authorization - Maintain the computerized accounting system - Pastel Inventory - FIFO systems implemented Yearly reconciliation of creditor, debtor, and BL accounts - Assist with the preparation and processing of bookkeeper or similar role - Proven record of account management - Clear Credit and Criminal Record -
business. ● Re-generate dormant accounts. ● Target opposition accounts. ● Reach monthly targets, submit needs, concerns, and objectives. ● Load all new account applications and ensure the client has completed special conditions and rates are loaded against the account and inform all relevant departments ● Handle objections
forwarding incoming phone calls; – Manage 200 calls a day; – Ensure reception area is tidy and presentable