to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
Analysis Assist with client portfolio analysis Assist with implementation of trade decisions Assist with Systems Assist with the implementation of CRM system and maintain user access and capabilities Assist with maintain CRM system Assist with extracting and managing data from custodians Assist with the design and and implementation of internal data flows Assist with the automation of repetitive tasks utilising MS Office distribute quarterly reports for clients Assist with all client queries Assist with creating proposals for new
R18 000 per month Duration: Permanent We are assisting our client in finding a bookkeeper who will play on all bank accounts. Assist with monthly journals and month-end entries. Assist with audits as necessary fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility:
and dynamic management team, we offer in-depth assistance with auditing, accounting, taxation, financial schedules, tax representation/engagement letters. Assist with provisional tax calculations and email clients taxpayers make top-up payments where necessary Assist Tax Administrator with: uploading tax clients supporting supporting documents on e-Filing; assisting with the tax filing, checking and submitting tax returns for Tax Administrator Complete Trust tax returns Assist with Deceased Estate tax returns for the Partners
monthly variance analysis. Assist with general administration. Assistance with the preparation of basic specific niche fields. We regret that we are unable to assist in any fields outside of this scope. Fields can link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility:
pertaining to CIPC. Duties and Responsibilities: Assist with CIPC company registrations and amendments Office Administration. Answering telephones and assisting clients with queries. Act as liaison between clients fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility:
ageing
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
We seek a Bookkeeper/Office Administrator to assist with the full range of bookkeeping functions as well and MIBCO returns are submitted timeously; and Assisting with cashups, payroll functions, and general office