including clients, contractors, vendors and co-workers. • Well-developed written and verbal communication
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
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
Queries resolution Reconcile cash sales Assist with general admin and reconciliations such as fuel cards, reimbursement
Queries resolution Reconcile cash sales Assist with general admin and reconciliations such as fuel cards, reimbursement
with exposure to dealing with High Net Clients General queries New Business Renewal Endorsements Re broke
with exposure to dealing with High Net Clients General queries New Business Renewal Endorsements Re broke
Purchase orders, sorting GRN's. Reconciling of general ledger accounts Timeous preparation of monthly
liaison with auditors and schedule preparation. General office duties Manage archives/filing/retention
reporting, monthly management accounts, reconcile General Ledger Accounts, preparation of annual budgets