Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to apturing and taking minutes of meetings from Financial Advisors interaction with clients;
new them
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
Financial Accountant with CIMA (POS24166)
Fourways
R 45 -50 000.00 per month
Requirements:
seeking a Junior Inventory/Financial Administrator to assist with various financial tasks within an organization
GROUP FINANCIAL ACCOUTANT Fourways, JHB
R400 000 R600 000 Per Annum
ng with cost control
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew 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
Description
Bookkeeper provides financial information to management by collating, processing accounting data, preparing reports and maintaining the financial system.
Requirements:< Document financial transactions by entering account information.
Summarise current financial status statements, and other reports.
Substantiating financial transactions by auditing documents.
Maintain recommending policies and procedures.
Reconcile financial discrepancies by collecting and analysing account
software
budgeting, forecasting and financial analysis
experience. You will play a crucial role in providing financial insights and support to aid in decision-making ideal candidate will be responsible for analysing financial data, preparing reports, and providing strategic to senior management. Financial Analysis: Conduct detailed analysis of financial data, including budgets Reporting: Prepare monthly, quarterly, and annual financial reports for senior management and key stakeholders stakeholders Strategic planning: Provide financial input and support for strategic planning initiatives Compliance
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew 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