Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the planning concepts, as well as investments, tax and general financial analysis. Experience in working with drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial Financial Planners and senior management with any general office duties, from time to time. Respond to client
rates on financial system
orders
orders, sorting GRNs.
resolution
Queries resolution Reconcile cash sales Assist with general admin and reconciliations such as fuel cards, reimbursement
Reconciliations Assisting with Creditors payments General finance work Assistance with preparation of management
Reconciliations Assisting with Creditors payments General finance work Assistance with preparation of management
Queries resolution Reconcile cash sales Assist with general admin and reconciliations such as fuel cards, reimbursement
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