Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's 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
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's 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
depreciation and deferred taxation and asset register maintenance Reconciliation of loan accounts and related
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
Line management of Bookkeepers & financial assistants. Delegate selected financial & administration