Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
summary to Management Accountant for update to SAP. Assist and support in scanning / other projects. Stand Stand in for Management Accountant in his absence. Assist with correction and maintenance of Material Master Finance / Management Accounting or related fields (NQF 7) or CIMA. (Advantageous) Experience: Up to 5 years'
including telephonic, face-to-face, and on-site assistance. Ensure timely resolution of technical queries submit reports to Manager promptly. Manage administrative tasks such as generating job sheets, documenting appropriate training courses for further education. Assist at the trade counter as needed, ensuring prompt communication channels. Organisational skills to manage administrative tasks efficiently.
including telephonic, face-to-face, and on-site assistance. Ensure timely resolution of technical queries submit reports to Manager promptly. Manage administrative tasks such as generating job sheets, documenting appropriate training courses for further education. Assist at the trade counter as needed, ensuring prompt communication channels. Organisational skills to manage administrative tasks efficiently.
pertaining to the vessel. Ensures all general office administration and required reports for the principals pertaining vessel are accurately and timeuosly completed. Assists with the nomination of vessels with relevant port manifest are sent to the vessel as per procedure. Assists with damage incidents, obtaining damage reports arrival and sailing and assists with any requirements whilst in port. Assists the clients with matters in operations is essential Must have strong administrative skills Must be computer literate Must be prepared
pertaining to the vessel. Ensures all general office administration and required reports for the principals pertaining vessel are accurately and timeuosly completed. Assists with the nomination of vessels with relevant port manifest are sent to the vessel as per procedure. Assists with damage incidents, obtaining damage reports arrival and sailing and assists with any requirements whilst in port. Assists the clients with matters in operations is essential Must have strong administrative skills Must be computer literate Must be prepared
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Degree
specialization in Physical Science