Minimum 2 years of experience in an accounting or financial environment
Be proficient in Microsoft
Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis
a leading financial institution dedicated to excellence in providing innovative financial solutions.
employ a half day Personal Assistant to the MD / Financial Administrator to join their dynamic team. The administrative and financial support. Responsibilities include: Personal Assistant to the Managing Director: Assist confidential and personal filing for the MD Screen and manage incoming emails, and other correspondence, prioritizing documents. Financial Administration Assist with processing and sending out invoices. Manage the Time Management Management system for the Group, ensuring timely submission of time sheets by staff, producing monthly
administrative and office support duties for Brokers and Management.
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint administrative and office support duties for Brokers and Management. Assist with General Office duties, such as software arrear premiums and lapses. Keep Brokers and management informed at all times of any client queries / business (brokers and management) on regulatory changes which may impact compliance management within the business business. Management of compliance functions where applicable, and working with the external compliance
related field.
Customer Experience Financial Administrator is to action administrative and financial tasks relating to
tation of systems and procedures to record and manage all critical aspects in relation to primary focus area