Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Minimum Requirement:
Grade 12 with an Office or Business Management qualification
At qualification
At least 5+ years experience in Office Administration or Financial Services Administration in environment
Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Must
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. (Mon to Fri) Minimum Requirement: Grade 12 with an Office or Business Management qualification At least least 5 years experience in Office Administration or Financial Services Administration in a Financial Service Service environment Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. (Mon to Fri) Minimum Requirement: Grade 12 with an Office or Business Management qualification At least least 5 years experience in Office Administration or Financial Services Administration in a Financial Service Service environment Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
reporting. • Manage all correspondence and the administration of employee benefits providers. • Assist with daily related queries from staff. • Be responsible for managing Time and Attendance system from registration of reporting. • Liaise with Finance and assist with statutory reporting • Manage WebSS / Employee Self setup and Resources Department. • Be responsible for Leave management and control • To ensure payroll system and data data is up to date at all times. Requirements • 2-3 years' experience in a similar role. • Advanced knowledge
looking for a Financial Assistant to join their team.
Requirements:
Matric Calculations
Assist Accountants with General Financial Enquiries / documents required.
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reporting. • Manage all correspondence and the administration of employee benefits providers. • Assist with daily related queries from staff. • Be responsible for managing Time and Attendance system from registration of reporting. • Liaise with Finance and assist with statutory reporting • Manage WebSS / Employee Self setup and Resources Department. • Be responsible for Leave management and control • To ensure payroll system and data data is up to date at all times. Requirements • 2-3 years' experience in a similar role. • Advanced knowledge
agriculture in general)
Requirements
Wealth Advisor Assistant Paarl
Well-established Financial Services Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years
Minimum Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration environment
Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Must
Executive Assistant to the MD. Requirements: Matric with at least 5 years, experience as a Personal Assistant least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial literate on a basic to intermediary level on Microsoft Office software Must have excellent communication skills English Must have excellent interpersonal, time management and organizational skills Must be able to work electronic diary and organizing the advisor's time management Preparing of reports, presentations, and other
electronic diary and organizing the advisor's time management; Preparing of reports, presentations, and other Matric with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial literate on a basic to intermediary level on Microsoft Office software; Must have excellent communication skills English; Must have excellent interpersonal, time management and organizational skills; Must be able to work