My client is seeking a Personal Assistant to join their team. Seeking someone that is self-driven, motivated motivated and orginized to assist the CEO Basic knowledge of accounting This will be a 2 year contact to travel Able to make presentations on Office Market Related
Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative Financial Planners with processing new business and existing business like investments, risk, medical aid service the clients. What you'll get You'll get a market related salary and you will get to join a team
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients customer circumstances and investments and general market movement, as outlined in the sales and service and quotations Diary management Reporting of new business statistics Preparation of insure review appointments appointments Maintaining CRM systems BCom (Finance / Business Finance / Investments / Financial Planning Law
Responsibilities
Requirements
advise them on products, including forthcoming developments and special promotions. Responsible for building with targets set. Develop a thorough understanding of client objectives and business requirements, including response to tenders and gather for information. Gather market and customer information. Create client proposals accuracy. Develop and maintain relationships with clients through regular review meetings. Develop a complete services. Fully understand Company's terms of business. Estimate profit levels on all projects. Ensure
advise them on products, including forthcoming developments and special promotions. Responsible for building with targets set. Develop a thorough understanding of client objectives and business requirements, including response to tenders and gather for information. Gather market and customer information. Create client proposals accuracy. Develop and maintain relationships with clients through regular review meetings. Develop a complete services. Fully understand Company's terms of business. Estimate profit levels on all projects. Ensure
Asssitant Accountant to join their Team Description Assistant Accountant - The successful candidate will form reasonability checks Assisting with Reporting Assisting with audit queries Assisting with Sale and Purchase Purchase orders Assisting with queries and finance related issues Petty Cash Spot check creditors reconciliation indisputable drive to constantly add value to the business Strong analytical, numeracy and interpersonal advanced level Experience on Microsoft Navision or Business Central will serve as recommendation
by paying all valid claims. The position of Assistant Manager entails proactive management of: 1. 2 Measurement Factors, staff incentives and to manage and develop a remuneration model in order to ensure these are be driven through a formalised learning and development programmes, on-the-job training and weekly huddles industry 5 – 10 years' experience as a Supervisor/Assistant Manager in the long-term insurance claims environment & relevant Tertiary qualification. Degree in Business Administration / Project Management would be advantageous
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance relations, managing records, attending consultations, developing financial recommendations, analysing information practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic consultations for new business and service-related needs Maintaining of existing business Developing and presenting