Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
and work instructions
interaction and liaison. Reception duties. Admin s Kindly apply if you meet the minimum requirements
system Petty Cash Reporting/Analysis Checking POP,s ( Proof of Payment ) and supporting documents General
enance and adherence to relevant Master Schedule/s
well as RIDA (risks/issues/decisions/actions) log(s) Engage with PMO and HR on all project resources required
tenders as well as the tracking of work flow progress v/s programme.
One would describe you as assist with drafting of financial reporting of costs v/s budget
Competencies
Patricia and CMS will be an advantage Qualification/s Matric/ National Diploma or equivalent qualification
Patricia and CMS will be an advantage Qualification/s Matric/ National Diploma or equivalent qualification