entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just accreditation and licencing by the Financial Sector Conduct Authority. A Liberty Financial Adviser offers more than
and Advisory industry is looking for a Financial Administrator to join ther department Create and update reimbursements. Prepare budgets. Maintain reports on financial metrics, including investments, return on assets Participate in payroll processes. Report on financial projections (e.g. liquidity and cash flow) Minimum Excel (creating spreadsheets and charts and using financial Excel functions) Good understanding of bookkeeping
clients with professional telephonic advice and assistance. Must be able to advise policy-holders on general work flexi hours and on certain Saturdays. Administration of claims according to prescribed procedures clients; Provide telephonic legal advice and assistance to clients; Ensure that the legal advice given with clients; Ability to perform legal research to assist clients and be able to assess prospects of success;
Assistance with preparation, drafting and submission of letters and other correspondence to clients, department • All other general facilitating and assistance to EH / department • Pro-active tracking of leases details change • Document organising and filing • Assistance to EH in preparation of presentations to clients
Financial / Shareholder Returns
entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just accreditation and licencing by the Financial Sector Conduct Authority. A Liberty Financial Adviser offers more than
· FICO Blaze Advisor versions 7.x & dia3 (must have)
· Has exposure to Git (must have)
·
Ref: PT 415666 - Administrator / Personal Assistant – Sandton Employer Description Our client is an office
efficiently assist the department by providing an efficient and effective administrative role to achieve
Minimum of 3-5 years’ experience in a Financial Services administrative environment
•   Understanding
client's Assets.
Receptionist with Office Management and above average administration skills Qualifications: Matric Tertiary qualification