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 least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Cape Town team. Daily debtors update on Debtors Manager Check figures, postings, and documents for correct Assist the Financial Manager with monthly management reports Report to Financial Manager and MD regarding and weaknesses of alternative solutions, and to manage one's own time Integrity Attention to Detail Dependability
CPT000673-CV-1 An established and professional utilities management group is looking for a Revenue Protection Officer the Operations Manager with regard to all matters relating to revenue protection. Manage relationships
CPT000673-CV-1 An established and professional utilities management group is looking for a Revenue Protection Officer the Operations Manager with regard to all matters relating to revenue protection. Manage relationships
Report on results of stock takes to Ops and Finance Manager and also assist with analysis of stock variance for Planners in production runs on weekly basis Managing stock level (re-order level, minimum order quantities consumable usage to identify any issue areas to management Review actuals vs budget with detailed commentary percentages & interventions to reduce waste. Manage daily costing requests QUALIFICATION & EXPERIENCE:
Report on results of stock takes to Ops and Finance Manager and also assist with analysis of stock variance for Planners in production runs on weekly basis Managing stock level (re-order level, minimum order quantities consumable usage to identify any issue areas to management Review actuals vs budget with detailed commentary percentages & interventions to reduce waste. Manage daily costing requests QUALIFICATION & EXPERIENCE:
system (Sage x3) Month-end reporting to financial manager Liaise with suppliers on a regular basis to ensure timely delivery and service Liaise with portfolio manager regarding orders and invoices at all times Maintain portfolio managers with inquiries and quotations Assist Technicians with stand-by stock and managing the process
feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies a multi-fund manager by supporting business development and growth opportunities •Manage current relationships business development. • Annual Budgets and Financial Management •Prepare and motivate for budget to deliver member responsibility to deliver to client and member needs •Manage costs against guidelines, and ensure alignment focus on employee benefit client relationship management and benefit consulting. •Fluent in Afrikaans
ensure smooth flow of operations Oversee inventory management and procurement processes Handle customer inquiries (preferably in fund management). Experience with reconciliations and cash management essential. Strong
with Operations Manager with regards to all matters relating to revenue protection Manage relationships