ng>Key Responsibilities:
Training Support Consultant (POS 24009)
Somerset West
R 20 000 to R 23 proficiency intermediate
Customer Training Support Consultant (POS 24063)
Somerset West
R 20 000 proficiency intermediate
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance
employ an Accountant. Reporting to the Finance Director, the candidate will be required to drive efficiency monitor workflows throughout the finance section and support and advise all sections of the business on financial accounting, reporting and administration which support both external clients and internal personnel Lead completed within the period allowed by regulation Assist and liaise with auditors for the preparation of financial reports and statements as requested by Directors Complete tax returns for structures for the SA
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance
description:
in training or education
proficiency intermediate
seamless contract execution, planning, and customer service. Your attention to detail, excellent communication experiences. Enjoy competitive compensation, a supportive work culture, and room for professional growth and analysis of revenues and expenses. Prepare supporting schedules according to monthly close schedule close responsibilities. Prepare commercial reports. Assist with internal and external audits. Perform balance customer service. Apply now and contribute to our mission of delivering top-quality services to our valued