Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: Queries, i.e., static changes; unpaid premiums; general policy enquiries, etc. Request & prepare quotations
Training students through small business hub. General Admin: Management of team members (bookkeepers). Timesheets
notes are correctly captured on Pastel/Syspro. Assist with processing should the need arise. Review packs Managers/Directors. Assist creditors clerks with reconciliations when required. Assist with Cashflow when queries on the accounts are kept to a minimum by assisting the creditors clerks where required. Analyze and provide feedback on all queries on a regular basis. Assist in resolving older outstanding queries timeously ensure queries are resolved in given timeframes. Assist with analysis and reporting of LCT's as and when
notes are correctly captured on Pastel/Syspro. Assist with processing should the need arise. Review packs Managers/Directors. Assist creditors clerks with reconciliations when required. Assist with Cashflow when queries on the accounts are kept to a minimum by assisting the creditors clerks where required. Analyze and provide feedback on all queries on a regular basis. Assist in resolving older outstanding queries timeously ensure queries are resolved in given timeframes. Assist with analysis and reporting of LCT's as and when
checking adherence of internal control processes. Admin Service contracts - pricing and delivery thereof
Experience working in the insurance industry. Duties : General : Obtain relevant information to draft proposals Attend appointment with broker to offer products, assist with queries and give specialist insights and advice
Experience working in the insurance industry. Duties : General : Obtain relevant information to draft proposals Attend appointment with broker to offer products, assist with queries and give specialist insights and advice
and manage the Credit Department and the Sales Admin and Invoicing Department, by providing guidance
Must be willing to travel. Duties: Reporting: Assist with the preparation of the consolidated audit financial managers in the group with guidance and assistance on the preparation of the financial statements going concern assessment. Management information: Assist with the compilation of the monthly management the forecasting of future financial performance. Assist with drafting management discussion and analysis identification of useful Group Secretarial Work: Assist the Finance Executive with all matters associated
Must be willing to travel. Duties: Reporting: Assist with the preparation of the consolidated audit financial managers in the group with guidance and assistance on the preparation of the financial statements going concern assessment. Management information: Assist with the compilation of the monthly management the forecasting of future financial performance. Assist with drafting management discussion and analysis identification of useful Group Secretarial Work: Assist the Finance Executive with all matters associated