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
advantageous ATTRIBUTES • A solid understanding of basic bookkeeping and accounts receivable principles is
research suppliers - Negotiate prices and terms - Assist in inventory management - Provide administrative