Reference: BOK004369-GA-1 Half day Admin / Basic accounts Invoices Bank recons Debtors follow up Must
Switchboard:
Answering the telephone -
in a friendly and professional way
within 5 seconds of call received
All calls for Senior Management must be screened thoroughly before calls are transferred
Irate clients: assist irate and unhappy customers/
Requirements:
/>2-3 years administration experience in the financial services / insurance industry is required : Life
education or courses.
The PA supports the Financial Planner in providing the required levels of client
services support to the Financial Planner and is the liaison person between the Financial Practice and the regional
administrative processes and controls in the Financial Planning practice(s) (including all transactions
queries, reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped
CPT003612-Del-1 Are you looking specifically for a HALF-DAY ONLY position? Do you have knowledge and have CIPC & UIF highly advantageous & basic accounting/bookkeeping skills essential . Must be bilingual Please note : This position WILL NOT become a full-day position. REQUIREMENTS Matric with relevant qualification assistant, or similar role Knowledge of basic accounting and bookkeeping principles is an advantage Must our digital filing system Provide all SARS and Accounting administrative tasks relating to tax compliancy
similar role
"investments / insurance and financial services industry" requires a half day Personal Assistant for the Experience 2-3 years administration experience in the financial services / insurance industry is required : Life tertiary education or courses. The PA supports the Financial Planner in providing the required levels of client services support to the Financial Planner and is the liaison person between the Financial Practice and the regional administrative processes and controls in the Financial Planning practice(s) (including all transactions
Our client in the Medical and Pharmaceutical industry is looking for a Receptionist in Parktown, Johannesburg. Switchboard: Answering the telephone - in a friendly and professional way within 5 seconds of call received All calls for Senior Management must be screened thoroughly before calls are tran
Bespoke Financial Advisory House based in Ballito are looking for a half day administrator to join their
As a Financial Accountant, you'll be at the forefront of our financial operations, responsible for
compliance of financial records. You'll play a pivotal role in preparing accurate and timely financial reports
be crucial in maintaining the accuracy of our financial data.