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 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 Collation of all client monthly and quarterly reporting as well as tax documentation per client • Co-ordinate
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 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 Collation of all client monthly and quarterly reporting as well as tax documentation per client • Co-ordinate
and reporting. Education: Essential: Grade 12 with Accounting Desired: Certificate in Financial Accounting
debtors onboarding processed to ensure accurate financial record, efficient communication, and a strong efficient and effective systems. Reporting and Analysis: Provide regular reports and analysis on debtors' performance closure tasks, reviews, and reporting. Annual/Quarterly Stats SA Reporting as required. Maintenance of
Communicate clearly and concisely with colleagues, supervisors, and clients. Be respectful and professional
management Requirements: Grade 12 minimum. A Financial Diploma or Degree would be preferential 3-5 years'
Management / supervisory experience is a must. Sound financial acumen and understanding of Accounts Payable process
Payments. Min requirements: Grade 12 (must have) A financial diploma or degree would be a great adv. VAT knowledge
student work placements. Report and account for student performance. Record and report absenteeism and perform Manage student attendance and documents. Record and report learners' progress. Conduct workplace monitoring
placements.
Report and account for student performance.
Record and report absenteeism and perform student attendance and documents.
Record and report learners'''''''