spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals all client transactions, implementation of new business etc; Drawing statements from service providers other compliance requirements Scan to file all new business documents in client folder. General office duties electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals all client transactions, implementation of new business etc; Drawing statements from service providers other compliance requirements Scan to file all new business documents in client folder. General office duties electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
analysis and to ensure the accounts stay up to date. Management of eWallet cards Assist with month-end or quarterly Outlook, PowerPoint and Excel (advanced) Time management Problem solving
SW004871-JC-1 Somerset West. My Client, an owner managed Accounting firm located close to the Somerset Mall
organizing abilities Attention to detail Able to manage people Own transport with valid South African Drivers push them through to Xero, creating a monthly management pack to send to the client) Annual Financial
strategic insights and recommendations for financial management Serve as a trusted advisor to clients, offering
team Key Responsibilities include: Oversee and manage all aspects of tax compliance for a diverse portfolio