The abovementioned career opportunity is currently available at the BSSA. This is the ideal position for a dynamic person to take responsibility for the effective management and administration of the BSSA’s employee relations and human resources manuals, policies, programs, practices and tasks.
Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
RCC meetings Assist with Technical queries to partners and managers Identify areas of training based design of standard working papers. Assist with facilitation of file and firm revies (network and IRBA) Assist with senior staff and partners Working knowledge of CaseWare, Excel, Word, Pastel, Microsoft Outlook. Experience
experience in Pastel and Excel. Minimum Requirements: · Computer literacy is essential: Excel & Pastel Accounting
Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
English and Afrikaans
Software knowledge: Pastel, Excel and Word
Duties:
Data
speak English and Afrikaans Software knowledge: Pastel, Excel and Word Duties: Data capturing Reconciliations
speak English and Afrikaans Software knowledge: Pastel, Excel and Word Duties: Data capturing Reconciliations
with computerised accounting systems (Sage 200/ Pastel would be desirable) and electronic banking software
developer divergence from allocated tasks. • Facilitate Business, Operational Staff and Product owners that are generated by agile retrospectives. • Facilitate stories that do not contain the right level of of detail from entering the Dev Structure. • Facilitate changes to work once in development without following responsible for implementation of projects, facilitating projects and related workshops and effectively all project stakeholders. • Proven experience facilitating a project across multiple divisions within an