Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
staff are done at head office
Compiling a payment list for head office to do the payments, expense
accounting principles
Computer literate, MS Office proficient, especially Excel
Sage Accounting
Risk Committee
(BARC) and Chief Executive Officer he/she will be responsible for the following:
- Acting as a key relationship officer in respect of the Auditor General.
- Report
reporting
for monitoring the cash flow and providing back-office services such as debtors and creditors. A financial
Accounting Experience
English Advanced skills and experience in Microsoft Office Experience in Caseware Working Papers Experienced
driver's license and own transport available during office hours. Duties and responsibilities include: Capture
Excellence in Intermediate to advanced Microsoft Office - Experience in Shipshape and DAX R 45 000 to R