growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Financial Planning support Formulate
supplier industry. We require a Sales and Financial Assistant who is a passionate and intelligent candidate and calculations Key Responsibilities: Finance: - Assist in preparing and processing invoices, payments and up-to-date financial records and reports - Assist in budgeting and forecasting - Perform financial financial data analysis and reporting Sales: - Assist in processing sales orders and quotations - Maintain accurate
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Financial Planning support Formulate
for approval. Assisting debtors and creditors administrators with reconciliations. Assisting debtors and bookkeeping would be beneficial. Solid understanding of basic bookkeeping and accounting principles. Ability to
advantageous ATTRIBUTES • A solid understanding of basic bookkeeping and accounts receivable principles is