guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time
be responsible for processing new business and general administration tasks. It includes ensuring compliance of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
be responsible for processing new business and general administration tasks. It includes ensuring compliance of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time
· Address all special margin queries urgently · Assist with monthly ID Bank audit ADHOC DUTIES & OTHER any cashbook queries raised immediately · Assist with the admin roles during Branch stock takes · Year-end
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key day book, suppliers ledger, customer ledger, and general ledger. Accounts Payable and Receivable: Process analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for additional tasks such as filing, data entry, and general office duties. Requirements: Proficiency in Xero
administration / debtors department at a national level. General Administration Credit Control Collections Account
financials Ensuring compliance with statutory deadlines Assist with compiling, drafting and finalisation of audit
asset register and reconciling the assets to the general ledger. Ensure all financial expenses have the
asset register and reconciling the assets to the general ledger. Ensure all financial expenses have the