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
analysis and identify aread for cost reduction Assist in budgeting and forecasting processes Collaborate Provide detailed cost analysis to support strategic planning and decision making Maintain accurate records of all finacial transactions related to costing Assist in the preparation of financial statements and
strategic planning of the organization. This role will encompass meticulous financial planning, accurate financial records. Tax and VAT Submissions Financial Planning, Analysis, and Reporting Prepare monthly management Line management of Bookkeepers & financial assistants. Delegate selected financial & administration
Financial Advisors to provide holistic financial planning and advice to clients, in line with their goals investment portfolios. Develop personalized financial plans based on clients' goals, risk tolerance, and timelines retirement planning, tax optimization, and estate planning. Regularly monitor clients' financial plans and investment Management. Post Graduate Diploma in Financial Planning (CFP) or MBA will serve as recommendation. Regulatory
(employee leave management, training and succession planning etc.) Ensure that your department complies with
(employee leave management, training and succession planning etc.) Ensure that your department complies with
Contribute to cost savings within the department to assist with financial goals and targets Operating Model:
Contribute to cost savings within the department to assist with financial goals and targets Operating Model:
Contribute to cost savings within the department to assist with financial goals and targets Operating Model: