Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement:
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
Training students through small business hub. General Admin: Management of team members (bookkeepers). Timesheets
Finance departments when the Manager is on leave. Assisting Legal with financial reports and information. required by external finance providers. Ad hoc – assisting the Credit Manager with assessing credit limits
Finance departments when the Manager is on leave. Assisting Legal with financial reports and information. required by external finance providers. Ad hoc – assisting the Credit Manager with assessing credit limits
and manage the Credit Department and the Sales Admin and Invoicing Department, by providing guidance
Attend appointment with broker to offer products, assist with queries and give specialist insights and advice
Attend appointment with broker to offer products, assist with queries and give specialist insights and advice