comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per limited to: Risk Management / Compliance as Administrator: In all duties and tasks delegated, comply with deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per limited to: Risk Management / Compliance as Administrator: In all duties and tasks delegated, comply with deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
statements. Ensuring the accurate and timely administration/completion of the accounting process to ensure effective, efficient and accurate financial and administrative operations. The Financial Clerk reports to and is responsible for providing financial administrative and clerical services. This includes processing all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
statements. Ensuring the accurate and timely administration/completion of the accounting process to ensure effective, efficient and accurate financial and administrative operations. The Financial Clerk reports to and is responsible for providing financial administrative and clerical services. This includes processing all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
Bookkeepers & financial assistants. Delegate selected financial & administration functions to staff.
analysis and identify aread for cost reduction Assist in budgeting and forecasting processes Collaborate of all finacial transactions related to costing Assist in the preparation of financial statements and
Audits and support file preparation General Administration and filing Market Related
10 years' experience in a similar role and administrative functions Have a thorough knowledge of credit-related
10 years' experience in a similar role and administrative functions Have a thorough knowledge of credit-related
Customer and Personal Service Clerical and administrative procedures Be professional at all times with