and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
achieve goals. Plan, organize, and manage office administrative activities such as scheduling appointments efficiency by planning and implementing office systems, layouts, and equipment procurement. Develop and including monitoring expenditures, creating financial reports, and making recommendations for cost-saving procedures, including internet, software and computer systems utilization policies, safety, and security protocols
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
and external correspondence. Implementing filing systems. Maintaining office efficiency. Greet clients and maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
and external correspondence. Implementing filing systems. Maintaining office efficiency. Greet clients and maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
a relevant field of study, such as business administration. Post graduate honours or master's degree is Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the supply, and demand costs. Analyse sales data to inform strategic decisions and identify growth opportunities
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 detail Basic calculations IT Business Operating Systems MS Office Competencies: Adhering to Principles
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 detail Basic calculations IT Business Operating Systems MS Office Competencies: Adhering to Principles
internal business reporting and controlling. Financial control over inventory and assets and monthly problems / logical reasoning Structuring complex information in terms of their relevance and make a conclusion