Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
business is seeking to appoint a Bookkeeper/Accounts Assistant within their finance team. Books up to Balance
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
for an Office Admin /Receptionist/ Front Desk Assistant (Starte date 19 August 2024) Responsible for the and visitors with a positive, helpful attitude. Assisting clients in finding their way around the office by maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing necessary. Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
practice) and performing day-to-day dispensary administration according to company's Standard Operating Plans control and administration, including repacking of medicine Efficient dispensary administration Accurate Africa for the various levels as a Pharmacist Assistant (Qualified, Post Basic and Learner Basic) Skills
practice) and performing day-to-day dispensary administration according to company's Standard Operating Plans control and administration, including repacking of medicine Efficient dispensary administration Accurate Africa for the various levels as a Pharmacist Assistant (Qualified, Post Basic and Learner Basic) Skills
for an Office Admin /Receptionist/ Front Desk Assistant (Starte date 19 August 2024) Responsible for the and visitors with a positive, helpful attitude. Assisting clients in finding their way around the office by maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing necessary. Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
supporting general Member satisfaction and retention. Assist, supervise work with the Sales Team in the abscense monthly targets
Basic sales related administration
Deliver superior member service
clients; Attending to client queries as they arise; Assisting with month end procedures and record keeping; and accuracy; Professional and courteous; Administratively oriented and organised; Proficiency in Pastel