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
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
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
organizational skills Strong attention to detail and time management skills Ability to prioritize tasks and ability
team Key Responsibilities include: Oversee and manage all aspects of tax compliance for a diverse portfolio