responsibility for the central point of contact for all commissions processing / income processing, distributed limited to: 1. Operational Support: Support the Centre with general office management tasks including facilities. Support the Centre with the ordering of stationery / office refreshments for all offices in the Company individuals at the Centre on a day-to-day basis Develop and maintain good relationships with all product providers
responsibility for the central point of contact for all commissions processing / income processing, distributed limited to: 1. Operational Support: Support the Centre with general office management tasks including facilities. Support the Centre with the ordering of stationery / office refreshments for all offices in the Company individuals at the Centre on a day-to-day basis Develop and maintain good relationships with all product providers
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst
letters, faxes, forms, emails). Always maintain all creditor documentation of the group companies (computer to date and orderly). Creditors control (includes all capturing, reconciliations, queries, credit limits CGIC). Control company card transaction (includes all capturing, reconciliations, top-ups, queries – fleet
software (Sage Evolution and Pastel) and proficiency in all Microsoft applications (especially Microsoft Excel) control all aspects of Payroll (Pastel) as well as submit EMP201 returns, IRP5 reconciliation and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage Evolution) – accurate following up on outstanding debtors. Manage and control all aspects of creditors (using Sage Evolution) – creditors e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing and submitting VAT
software (Sage Evolution and Pastel) and proficiency in all Microsoft applications (especially Microsoft Excel) control all aspects of Payroll (Pastel) as well as submit EMP201 returns, IRP5 reconciliation and all other payroll related documents to SARS. Manage and control all aspects of debtors (using Sage Evolution) – accurate following up on outstanding debtors. Manage and control all aspects of creditors (using Sage Evolution) – creditors e.g., debtors and creditors). Manage and control all aspects towards VAT (preparing and submitting VAT
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate