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 capturing of same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments same on internal systems (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • Preparation
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 capturing of same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments same on internal systems (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • Preparation
debtors onboarding processed to ensure accurate financial record, efficient communication, and a strong processes, implementing efficient and effective systems. Reporting and Analysis: Provide regular reports Business Central and linking to Metacom Online Billing System. Monthly VAT and EMP calculations, reconciliations excel) Proficiency in accounting software and systems – experience with Microsoft 365 Business Central/MS
Computer literacy (MS Office/Management Information System). Attributes: Excellent organizational and
literate, (MS Office packages/Management Information System). Registered with NAMB as an assessor and
literate, (MS Office packages/Management Information System).
Registered with NAMB as an assessor
Computer literacy (MS Office/Management Information System).
Attributes:
Excellent
as suppliers Projects, especially relating to systems Ad Hoc tasks Requirements: Matric / Grade 12 minimum environment Management / supervisory experience Sound financial acumen and understanding of Accounts Payable process
procedures. Use company order processing and CRM systems in line with procedure. New business development are achieved. Ensuring sufficient and relevant information for each order is passed to the Production Coordinator
advantageous. Familiarity with perimeter fencing systems or similar technical products is a plus. Excellent and demonstrations to potential clients. Stay informed about industry trends and competitor offerings