expert. The primary role will be to support and assist financial planners. The candidates goal for the purpose/mandate
The candidate will assist financial planners and advisers with their daily
data entries.
Offering Recommendations: assist in researching investment options, analysing data
solutions to problems.
Assist with strategy planning and execution. Assist in the formulation of
Assisting with Strategy Planning and Execution
Risk
SARS Consultants.
Assist with SARS and general tax queries
Assist with ad hoc tax tasks
will primarily be responsible for supporting and assisting financial planners.
With the long data entries.
not be concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries
not be concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries
general office, secretarial, admin and personal assistant duties to the General Manager: Credit and Credit department Liaise with Branche(s) Credit Staff. Assist in coordinating of internal training requirements
book
general office, secretarial, admin and personal assistant duties to the General Manager: Credit and Credit department Liaise with Branche(s) Credit Staff. Assist in coordinating of internal training requirements