To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business Leadership and management of Boutique Fiduciary Services. Build and maintain relationships with the Leaders Leaders in referral companies and Financial Advisers. Arrange and conduct client consultations, with a included but not limited to growth strategies, financials, budgeting, forecasting and people management · Client relationship and service-orientated attitude towards the Financial Advisers · Dynamic, flexible
Education:
- Higher Certificate / NQF5
Experience:
- Minimum 2-3 years related experience and/or training, or equivalent combination of education and experience.
Computer Skills:
- Proficiency in MS Office (Outlook, Word, Po
Ensuring that all quotes and invoices are done timeously and efficiently. Maintain customer goodwill and to ensure all relevant documentation and communication are sent to customers and to perform all necessary administration functions in accordance with company policies efficiently, courteously and
to the Service Team, based in Centurion Job Specification This position reports to the Service Manager Manager In office support for the operations of the Service Department Responsible for providing administrative Accurately capturing and prepare invoicing of planned service work and breakdowns Process sub-contractor invoices allocate to corresponding service jobs Provide logistical support by managing service calendars and assisting schedules Coordinate travel arrangements for the Service Department Assisting with quotations and report
in Ceuta. Due to the geographical locations we service, please note that this position entails shift work
candidate will work closely with the customer service and production teams to ensure the timely and accurate
candidate will work closely with the customer service and production teams to ensure the timely and accurate
Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting Checking Matric Own Transport Good MS Office Skills Financial Accounting software programs a plus ( knowledge ) Attention
specific to handling the strategic aspect of accounts.
You will be responsible for strategizing
distribution of cooling and heating systems and services. Job Description Your duties will encompass: Administer Administer and manage quotations and order for the service team. Creating and Processing Invoices. Entering