Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: industry. Computer skills: Excel , Word and MS Office Duties: Liaising with clients Data Capturing Processing
accordance with required quality control standard; office policies and management guidelines, and within papers and relevant reports for Directors review Assist in preparation of client proposals Must have experience experience Pastel knowledge/ experience Microsoft Office experience Valid South African driver's license
accordance with required quality control standard; office policies and management guidelines, and within papers and relevant reports for Directors review Assist in preparation of client proposals Must have experience experience Pastel knowledge/ experience Microsoft Office experience Valid South African driver's license
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
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
Must be/ or be willing to be a SAICA Trainee officer An existing portfolio of clients would be an advantage
Must be/ or be willing to be a SAICA Trainee officer An existing portfolio of clients would be an advantage
Pastel. Proficient in the use of the Microsoft Office suite. Intermediate to advanced Excel skills essential