client proposals to Advisors & Wealth Managers as part of new business.
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
y bilingual (Afrikaans & English)
preferably in an accounting/audit firm. Job Type: Full-time Salary: Dependent on experience Education: Bachelors Accounting: 5 years (Required) License/Certification: Driver’s License (Required) Ability to Commute: Welgelegen
This role will report directly to the COO and form part of the executive team. The individual must be an Afrikaans languages. Must have they own car and valid drivers license to travel to the various branches. Duties financial planning Must have they own car and valid drivers license to travel to the various branches Must
captured within required turnaround times and before relevant cut off times. . § Attending to queries from internal customers and responding to queries on time and diligently. § Providing clients/ IFA's with Coordinator. § Add hoc duties as may be required from time to time. Requirements § Relevant experience – Relevant Competencies § Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept
captured within required turnaround times and before relevant cut off times. . § Attending to queries from internal customers and responding to queries on time and diligently. § Providing clients/ IFA's with Coordinator. § Add hoc duties as may be required from time to time. Requirements § Relevant experience – Relevant Competencies § Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept
within this Finance team. Be part of their exciting journey during a time of growth and transformation
businesses. The company values being an essential part of the communities it serves, emphasizing local accounts