Qualifications:
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained BDM or Financial Planner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
of quotations and tenders, client entertainment All related administrative functions Sound knowledge of quotations and tenders, client entertainment All related administrative functions Sound knowledge of quotations and tenders, client entertainment All related administrative functions Sound knowledge
maintenance, and assisting with general ledger postings to ensure accuracy and timeliness of financial RESPONSIBILITIES: Cashbook Maintenance: Accurately record all cash inflows and outflows in the cashbook daily Reconcile identifying and resolving discrepancies Ensure all cash transactions are properly categorized and coded and/or discrepancies General Ledger Postings: Accurate and timely posting of financial transactions from the review and verify the accuracy of general ledger postings, flagging any potential errors or inconsistencies
hiring process.Job Posting and Advertising:
processes, including all actions taken and resolutions. - Utilize diagnostic utilities and best practices for quality remote support to clients and engage in post-resolution follow-ups. - Attend daily strategy meetings IT-related topics. - Commitment to company policies and best practices, including accurate time tracking.
team that doesnt settle for anything other than the best.
This multinational is present on five continents
preferably at a big 4 audit firm
1-2 years post article experience
JD Edwards or Oracle experience
contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc) ; Client Communication company procedures Perform Administration Collate all relevant information once opportunity is presented Mandate. Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client Regulatory Exam Higher Certificate in Insurance Post matric qualification is an advantage (BComm) Risk/Accounting
contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc) ; Client Communication company procedures Perform Administration Collate all relevant information once opportunity is presented Mandate. Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client Regulatory Exam Higher Certificate in Insurance Post matric qualification is an advantage (BComm) Risk/Accounting
that doesn't settle for anything other than the best. This multinational is present on five continents articles preferably at a big 4 audit firm 1-2 years post article experience JD Edwards or Oracle experience