Qualifications and Experience
2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments
Relevant tertiary education or courses.
The PA supports the Financial Planner in providing the required leve
accounting
- General cleaning – ensure that the training and reception area is always clean.
- Ensure
(without lunch) - subject to appointment bookings
Days off - Sunday and Monday
Public holidays, to
/ Invoicing
resolutions. Ensuring minutes are prepared within 14 days of statutory meetings (General Council x4/ annum; the company's policies, procedures, and specific training needs (when required), in respect of their fiduciary
resolutions. Ensuring minutes are prepared within 14 days of statutory meetings (General Council x4/ annum; the company's policies, procedures, and specific training needs (when required), in respect of their fiduciary
bills. Booking call outs and jobs scheduled for the day on the calendar. Tag all equipment coming in for when required. Scheduling the technicians for the day. Ensuring technicians have the relevant parts and
Costing / Invoicing General administration of day to day invoices Requirements: Matric Minimum of 3 years
bills. Booking call outs and jobs scheduled for the day on the calendar. Tag all equipment coming in for when required. Scheduling the technicians for the day. Ensuring technicians have the relevant parts and
efficient office operations.