and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new 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
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new 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
a relevant field of study, such as business administration. Post graduate honours or master's degree is Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the
achieve goals. Plan, organize, and manage office administrative activities such as scheduling appointments including monitoring expenditures, creating financial reports, and making recommendations for cost-saving
maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
practice) and performing day-to-day dispensary administration according to company's Standard Operating Plans control and administration, including repacking of medicine Efficient dispensary administration Accurate
practice) and performing day-to-day dispensary administration according to company's Standard Operating Plans control and administration, including repacking of medicine Efficient dispensary administration Accurate
Books to Balance sheet Responsible for Audits Financial reporting Bank and Cash: • Capturing of bank statements receipting control accounts (together with debtor's administrators) Loan Accounts: • Obtaining confirmation of