Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with clients diligently and fairly; Striving to assist the required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality
outgoing candidate to assist the Office Manager. In this position, you will assist with a variety of clerical These tasks will include, but are not limited to, managing emails, capturing, project filing, answering calls calls and taking messages Responding to emails Manage email correspondence Perform data entry and filing proficiency is a must Organizational and time management skills Basic math skills Calm and professional
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with clients diligently and fairly; Striving to assist the required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality
outgoing candidate to assist the Office Manager. In this position, you will assist with a variety of clerical These tasks will include, but are not limited to, managing emails, capturing, project filing, answering calls calls and taking messages Responding to emails Manage email correspondence Perform data entry and filing proficiency is a must Organizational and time management skills Basic math skills Calm and professional
We are looking for a qualified Financial Accountant to join our growing team in the manufacturing industry for ensuring the accuracy and integrity of our financial records, with a specific focus on the complexities across the organization to track costs, analyse financial data, and generate reports that support informed inventory and fixed assets. • Prepare and analyse financial statements, including balance sheets, income statements Generally Accepted Accounting Principles (GAAP). • Assist with month-end closing procedures, including reconciliation
the brands' online presence and improve sales. Manage and maintain Facebook, Instagram, Linkedin, Tik members – Promotional content & graphic design Manage social media platforms, creating engaging content marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters newsletters, reports, end of year letters, etc. Content management for Company website Maintain & development our Website using various platforms Set up and manage Google Analytics and Google AdWords for tracking
the brands' online presence and improve sales. Manage and maintain Facebook, Instagram, Linkedin, Tik members – Promotional content & graphic design Manage social media platforms, creating engaging content marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters newsletters, reports, end of year letters, etc. Content management for Company website Maintain & development our Website using various platforms Set up and manage Google Analytics and Google AdWords for tracking
Client Relationship Management : Demonstrate proficiency in client relationship management, both with corporate Project Management : Possess strong project management skills to coordinate sales efforts, manage customer Account Management : Exhibit a proven track record of success in sales and key account management. Implement to meet with clients and attend industry events. Manage travel arrangements efficiently and represent the
Client Relationship Management : Demonstrate proficiency in client relationship management, both with corporate Project Management : Possess strong project management skills to coordinate sales efforts, manage customer Account Management : Exhibit a proven track record of success in sales and key account management. Implement to meet with clients and attend industry events. Manage travel arrangements efficiently and represent the
Quality Management Systems. Minimum requirements: Able to Audit a process or Quality Management System