continuously providing feedback to staff. Reviewing trainees PSR/TSR's and assisting in the assessment process
skills that will ensure effective conveyance of information and execution of duties in a cross-functional Define bookkeeping policies and procedures. Develop systems to account for financial transactions by establishing reports by collecting, analysing and summarizing information. Develop and implement financial controls as maintain system generated reports. Compile and maintain fixed asset registers. Prepare information and data
skills that will ensure effective conveyance of information and execution of duties in a cross-functional Define bookkeeping policies and procedures. Develop systems to account for financial transactions by establishing reports by collecting, analysing and summarizing information. Develop and implement financial controls as maintain system generated reports. Compile and maintain fixed asset registers. Prepare information and data
Operations: Collation of all clients related information (data discovery and fact find) and preparation and Systems: Preparation of client portfolio's using Astute and / or product provider information. Ensuring demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan and Outlook integration). Address all technology and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
correction and maintenance of Material Master information specific to transaction posting. Monitor performance performance of scanning process, liaise with Factory system roles & initiate corrective action where necessary
correction and maintenance of Material Master information specific to transaction posting. Monitor performance performance of scanning process, liaise with Factory system roles & initiate corrective action where necessary
Strong MS Excel skills. Experience with MDA property system advantageous. Responsibilities and expectations requirements and access control for MDA property system. Financial Activities: Ensure timely tenant payments refreshments, cleaning products and stationery. Back-up system in place (MDA, Microsoft Office, etc.). Security minimum period. Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance
Strong MS Excel skills. Experience with MDA property system advantageous. Responsibilities and expectations requirements and access control for MDA property system. Financial Activities: Ensure timely tenant payments refreshments, cleaning products and stationery. Back-up system in place (MDA, Microsoft Office, etc.). Security minimum period. Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance