Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's Glacier, Stanlib, Investments Computer literacy (MS Office, Teams) XPLAN experience would be beneficial Working 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 Glacier, Stanlib, Investments Computer literacy (MS Office, Teams) XPLAN experience would be beneficial Working 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
Line management of Bookkeepers & financial assistants. Delegate selected financial & administration Proficient in financial software and Microsoft Office Suite.
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
all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
interactions and negotiations Proficient in the MS Office Package
interactions and negotiations Proficient in the MS Office Package
corporate governance. Under 35 years. Microsoft office proficient (Excel and PowerPoint). Sage experience