Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
financial matters. The role will also include: team management, developing process and procedures, implementing legal and professional requirements and guidelines Manage the process for the audit of the statutory annual unit and cash reconciliations Review of monthly management accounts and prepare variance analysis to budget of accounts Conduct probation and performance management meetings in accordance with company procedure attendance, timekeeping and other areas of staff management and report to HR Encourage and drive the personal
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass client service is delivered at all times and report directly to the Private Client and Trust Manager Key Key Duties and Responsibilities: Manage clientt questions and queries Attend to all administrative tasks legislation, accurately and in accordance with our Service Level Agreements (SLA). Remain abreast of pension all client documentation within the document management system and administration system Ensure we meet
entry and management of all assigned customer orders, loads, and customer correspondence Manage assigned to date daily invoicing and various customer/management reports Demonstrate regular attendance and timeliness to work in a team environment Strong customer service commitment Ability to maintain confidential information
where costs can be minimized Payroll Processing: - Managing payroll for construction workers, including calculating (AP): - Managing payments to suppliers, subcontractors, and vendors for materials, services, and equipment outstanding invoices to ensure timely payment Cash Management: - Monitoring cash flow to ensure that there reliability of financial reporting Risk Management: - Identifying and managing financial risks associated with functions are crucial for the effective financial management of a construction company and for ensuring its
not limited to: Bookkeeping up to Trial Balance Managing Creditors and Debtors Compiling month end packs reconciliations and preparation Experience in cash flow management and budgeting is advantageous Property industry responsibilities on a daily, weekly and monthly basis Managing statutory submissions including EMP201, 501's
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
Communication Skills – Verbal and Written Time Management Skills Problem Solving Skills Willing to work
responsibilities include but are not limited to: Manage accounting transactions and budget forecasts Reconcile