new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment
debtors onboarding processed to ensure accurate financial record, efficient communication, and a strong Maintenance of services items, pricing, and increases on Business Central and linking to Metacom Online Billing audit requests and preparation of audit files. Assist with supplier payments as needed - Back-up for software and systems – experience with Microsoft 365 Business Central/MS Navision would be to your advantage
Our mission is to assist cash-strapped South African consumers achieve financial freedom. We are looking
management Requirements: Grade 12 minimum. A Financial Diploma or Degree would be preferential 3-5 years'
in Darling Please let me know if you are able to assist. Please send the following:
CV
ID
11h00-15h00 Please let me know if you are able to assist. Please send the following:
CV
ID
Grade 12 with Accounting Desired: Certificate in Financial Accounting Experience: Essential: 3 to 5 years
Management / supervisory experience is a must. Sound financial acumen and understanding of Accounts Payable process
and resolving general employee relations issues Assist in Processing of Provident Fund claims i.e. Withdrawals Withdrawals, Retirements. Disability claims To assist with any day to day or ad-hoc administrative tasks