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1
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My client, an established concern within the agricultural industry is seeking to employ a Trade Accountant (Grain)
to be responsible for handling and processing purchases, sales and freight commodities. The successful candidate must have a strong accounting background with min 2 - 5 years working experience.
Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor accounts receivable and payable. Duties continued:Coordinate billing and inventory control for all assigned loads
Maintain contact with assigned customer accounts
Data entry and management of all assigned customer orders, loads, and customer correspondence
Manage assigned customer problems with load queries
Maintain current and up to date daily invoicing and various customer/management reports
Demonstrate regular attendance and timeliness in reporting to work, meetings and completing assignments
Accounts receivables and problem resolution
Sales and accounting support as assigned
Other general administrative duties as assigned
Requirements:
Qualification in Account/ Administration and/or equivalent professional work experience in related field required
Ability to work and interact well with others
Strong Microsoft Office Excel skills preferred
Ability to multi-task in a fast-paced environment
1+ years’ experience in a trading environment preferred, or 3+ years in a business environment
Prior experience with accounts receivable or collections preferred
Ability to work in a team environment
Strong customer service commitment
Ability to maintain confidential information
Strong communication skills
Excellent interpersonal skills
Ability to work at a very detailed level
SECTOR: Finance; Logistics, Warehouse & Freight
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004615/JM&source=gumtree
5d
1
My client is a leading cloud-based accounting firm that provides accounting, financial management, tax, software and business intelligence solutions. They are looking for young, ambitious, and dedicated individuals to commence and complete their traineeship (articles) with them, while working towards completion of their qualification.
Requirements:
An accredited degree in Accounting (BCom / BCompt) or final year students studying towards completing such a degree
A completed Post Graduate Diploma in Accounting (PGDA) / Honours degree advantageous
Note strictly open to SA citizens only
The successful incumbent will:
Be academically strong with strong analytical ability and preferably have accounting and mathematics at Matric level
Be passionate about becoming a Professional Accountant/Chartered Global Management Accountant
Pro-actively train and complete requirements of their academic commitments and traineeship
Be willing to go the extra mile and take initiative
Be deadline driven
Focussed with attention to detail
Work well under pressure and is pro-active
Have excellent communication skills
Have own transport and be in possession of a valid SA Driver’s License
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004284/JM&source=gumtree
5d
1
Exciting opportunity exists within a Somerset West based Software Developer specialising in accounting software. They are looking to employ a junior financial graduate, with good financial understanding and pref audit experience, to join their dynamic team. This is the perfect opportunity for a candidate who enjoys people interaction combined with financials!
Description:
The successful candidate will be responsible for assisting clients in the property industry with migrating their data onto property specific software.Processing of financial data for migration purposes to in house client specific accounting system
To interpret, process and analyze the Data Migration
Provide Support and Training to clients. (Software training will be provided)
Requirements:
BCom (Financial) Degree
Good understanding of financial and accounting procedures
Ability to effectively communicate with clients
Extremely accurate
Able to fit into a family culture with good ethics
Fully bilingual in Afrikaans and English
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW003588/AM&source=gumtree
5d
1
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My client, a well-established national transport company, has a vacancy for a Debtors Clerk (with transport experience) to join their team at the Somerset West Branch. Candidate must have at least 5 years relevant experience in a similar role.
Purpose of the role:
The overall objective of the role of the Debtors Clerk is to provide bookkeeping and clerical support to all the financial functions for the specific Business Unit the person will be allocated to.Requirements:
Tertiary qualification will be advantageous
Minimum debtors experience of at least 5-8 years
Experience working with Datatim and MS Excel will be preferred
Transport experience preferred
Own vehicle
Duties will include but not limited to:
Maintain files and records so they remain updated and easily accessible.
Invoicing
Scanning and Filing of POD’s
Receiving and Sending of Documentation via Couriers
Check and reconcile Key Accounts statements
Following Up on Outstanding POD’s
Address client queries
Ensure invoices are matched against quotations / loaded transactions on Datatim.
Research and resolve invoice discrepancies and issues.
Assist Debit / Credit Controller and Financial Manager with ad hoc duties Only
In return, a highly competitive salary is on offer.ONLY CANDIDATES WHO CURRENTLY RESIDE IN THE WESTERN CAPE WILL BE CONSIDERED FOR THIS POSITIONOffice hours: Monday – Friday: 08h00am – 16h00pm
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004696/ML2&source=gumtree
5d
1
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My client, an established concern based in Firgrove has a position available for a Junior Accountant. The successful candidate MUST have a B.Comm Accounting qualification and will report to the the Financial Director.
Responsibilities:
Manage Company financial information effectively and efficiently.
Processing of income and expenses
Online Banking
Reconciliation of accounts (Debtors, Creditors and Bank)
Follow up on outstanding debtors
Assist with processing of creditors
Assisting of CAPEX, fixed assets and asset management
Journals
Petty Cash and Credit Card management and reconciliation
Assist in expense Analysis report
Assist with financial audits
Investigate financial discrepancies and irregularities
Requirements:
B.Comm Accounting degree (Not negotiable)
Newly Qualified and/or 1 – 3 years proven finance/accounting experience.
Proficient in Microsoft
MS Excel Advance
Knowledge with industrial ERP systems like SAP, Sage or Syspro
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004229/JM&source=gumtree
5d
1
An investments and financial services concern with offices in Somerset West, is seeking to employ a candidate to fill the role of Business Development Support. This role provides a critical level of support to the business development activities of the company by supporting the International Business Consultants (IBC) to help them operate more efficiently.
Key Duties and Responsibilities:
Business Development Manager Support:
Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate
Take responsibility for administering the Terms of Business process for all new Independent Contractors relationships and liaise with all relevant parties
Working with Marketing to ensure the allocation of prospects to IBC’s resulting from lead generation initiatives
Supporting IBC’s at events and networking with Independent Contractors and data collection and follow up
Assist IBC’s with general support around information requests around products or technical queries
Assisting with the preparation of presentations and pitches for prospective Contractors
Relationship Management & Servicing:
Assist in establishing and maintaining effective relationships with Contractors via email, phone, and in-person and running and Hospitality Program
Take responsibility for ensuring Contractors are trained or have access to training on administrative, product and AML matter
Assist in delivering the service model through in person and online engagement
Visiting accounts or attending events where needed
Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business and Enquiries
Reporting:
Take responsibility for reporting and analyse of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development activities.
Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning
Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.
Competencies include:
Proficiency in customer relationship management (CRM) software
Strong verbal and written communication skills
Ability to build and maintain relationships
Knowledge of administrative and operational processes
Strong empathetic disposition to deal with challenging circumstances
Strong time management and organizational skills
Ability to work independently and as part of a team
Flexibility and adaptability to change
A desire to learn and grow
At least 2 years of experience in operational matters in a financial services environment
SECTOR: Insurance; Marketing
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004643/AM&source=gumtree
5d
1
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My client, a well established Auditing and Accounting firm based in Somerset West, is looking for an Accounts Manager
who is a recently qualified young professional to manage an accounting portfolio and perform dynamic outsourced accounting functions in Cape Town.The ideal candidate will have a B.Comm (Acc.) or related degree and is SAIPA/CIMA registered (or in the process of registering) with completed articles.
Requirements:
BComm (Acc.) or related degree
SAIPA/CIMA registered (or in the process of registering) with completed articles
1-3 Years Xero cloud-based accounting experience essential
Accounting, Income Tax, Provisional Tax, PAYE, VAT, SARS, E-filing knowledge
CaseWare experience
The successful candidate will:
Build and manage client relationships and ensure compliance
Supervise bookkeeping function
Plan and manage all client deliverables i.e. all inter-functional activities
Complete outsourced accounting, bookkeeping and financial management functions for clients
Prepare and submit tax returns, provisional tax, payroll, EMP201, VAT recons and related returns
Prepare monthly management accounts and annual financial statements, as well as lead client meetings (face to face or virtually)
Utilise CRM and Practice Management software to document required activities
Pro-actively train and complete required CPD
Be deadline driven
Focussed with attention to detail
Work well under pressure, pro-actively addressing clients’ needs with the ability to multitask and manage multiple clients
Business minded with entrepreneurial-flair
Have excellent communication skills
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004594/JM&source=gumtree
5d
1
My client is a well established Auditing and Accounting firm based in Somerset West. They are looking for an Accounts Manager
Requirements:
BComm (Acc.) or related degree
SAIPA/CIMA registered (or in the process of registering) with completed articles
1-3 Years Xero cloud-based accounting experience essential
Accounting, Income Tax, Provisional Tax, PAYE, VAT, SARS, E-filing knowledge
CaseWare experience
The successful candidate will:
Build and manage client relationships and ensure compliance
Supervise bookkeeping function
Plan and manage all client deliverables i.e. all inter-functional activities
Complete outsourced accounting, bookkeeping and financial management functions for clients
Prepare and submit tax returns, provisional tax, payroll, EMP201, VAT recons and related returns
Prepare monthly management accounts and annual financial statements, as well as lead client meetings (face to face or virtually)
Utilise CRM and Practice Management software to document required activities
Pro-actively train and complete required CPD
Be deadline driven
Focussed with attention to detail
Work well under pressure, pro-actively addressing clients’ needs with the ability to multitask and manage multiple clients
Business minded with entrepreneurial-flair
Have excellent communication skills
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004285/JM&source=gumtree
5d
1
SavedSave
My client, an established concern within the agricultural industry is seeking to employ a Trade Accountant (Grain)
to be responsible for handling and processing purchases, sales and freight commodities. The successful candidate must have a strong accounting background with min 2 - 5 years working experience.
Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor accounts receivable and payable. Duties continued:Coordinate billing and inventory control for all assigned loads
Maintain contact with assigned customer accounts
Data entry and management of all assigned customer orders, loads, and customer correspondence
Manage assigned customer problems with load queries
Maintain current and up to date daily invoicing and various customer/management reports
Demonstrate regular attendance and timeliness in reporting to work, meetings and completing assignments
Accounts receivables and problem resolution
Sales and accounting support as assigned
Other general administrative duties as assigned
Requirements:
Qualification in Account/ Administration and/or equivalent professional work experience in related field required
Ability to work and interact well with others
Strong Microsoft Office Excel skills preferred
Ability to multi-task in a fast-paced environment
1+ years’ experience in a trading environment preferred, or 3+ years in a business environment
Prior experience with accounts receivable or collections preferred
Ability to work in a team environment
Strong customer service commitment
Ability to maintain confidential information
Strong communication skills
Excellent interpersonal skills
Ability to work at a very detailed level
SECTOR: Finance; Logistics, Warehouse & Freight
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004734/JM&source=gumtree
3d
1
SavedSave
My client, an established concern within the agricultural industry is seeking to employ a Trade Admin Assistant
to be responsible for handling and processing purchases, sales and freight commodities. The successful candidate must have a strong accounting background with min 2 - 5 years working experience.
Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor acounts receivable and payable.Â
Duties continued:
Coordinate billing and inventory control for all assigned loads
Maintain contact with assigned customer accounts
Data entry and management of all assigned customer orders, loads, and customer correspondence
Manage assigned customer problems with load queries
Maintain current and up to date daily invoicing and various customer/management reports
Demonstrate regular attendance and timeliness in reporting to work, meetings and completing assignments
Accounts receivables and problem resolution
Sales and accounting support as assigned
Other general administrative duties as assigned
Requirements:
Qualification in Account/ Administration and/or equivalent professional work experience in related field required
Ability to work and interact well with others
Strong Microsoft Office Excel skills preferred
Ability to multi-task in a fast-paced environment
1+ yearsâ?? experience in a trading environment preferred, or 3+ years in a business environment
Prior experience with accounts receivable or collections preferred
Ability to work in a team environment
Strong customer service commitment
Ability to maintain confidential information
Strong communication skills
Excellent interpersonal skills
Ability to work at a very detailed level
SECTOR: Finance; Logistics, Warehouse & Freight
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004708/JM&source=gumtree
5d
1
My client, an established Accounting and Auditing firm seeking to employ a Client Manager
to join their team. The ideal candidate will be registered as a Professional Accountant at SAIPA or registration with SAICA / CIMA with experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act.
The position as Client Manager | Accounting will form part of the Business Solutions Division, comprising Accounting, Payroll and Company Secretarial functions.The ideal candidate must meet the following requirements:
Registration as a Professional Accountant at SAIPA or registration with SAICA / CIMA;
Experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act;
Technical proficiency in CaseWare Working Papers, e-Filing, recognized accounting software and the Microsoft office suite;
Proven competence in the management of client portfolios and staff;
A valid driver’s license and own vehicle.
The key responsibilities include:
Client portfolio management and strategic management
Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and non-profit organisations;
Project management of accounting (referred to as business solutions), as well as related services to clients;
Delivery of quality work through the maintenance of accounting standards;
Workflow management and client group coordination;
Financial budget and KPI management on client groups, as well as billing processes;
Delivery of a support function to directors and associates of the firm, compliance to statutory obligations, as well as dealing with the resulting client inquiries in order to drive the firm’s client strategy.
Furthermore, the ideal candidate is an excellent communicator, both verbally and in writing, and can confidently deliver client service of outstanding quality. Good leadership qualities and strong interpersonal, analytical and management skills are also required. The ability to work independently and proactively is a prerequisite.
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004674/JM&source=gumtree
5d
1
SavedSave
My client who based in Somerset West and specialise in Business Intelligence, Performance Management and related planning and reporting systems is seeking employ a Business Analyst.
Job Description include (But not limited to):
Requirements Gathering: Collaborate with stakeholders from various departments to elicit, document, and prioritize business requirements related to SAC and SAP solutions.
Business Process Analysis: Analyse existing business processes and workflows to identify inefficiencies, bottlenecks, and areas for optimization. Propose streamlined processes aligned with best practices.
Solution Design: Translate business requirements into detailed functional specifications and technical requirements for SAC and SAP implementations.
Collaborate with technical teams to ensure feasibility and alignment with the company’s technology landscape.
Data Analysis: Work with large datasets to extract meaningful insights, generate reports, and provide data-driven recommendations to support business decision-making processes.
Change Management: Assist in change management efforts by providing documentation, training materials, and user support to facilitate the adoption of new SAC and SAP solutions.
Testing and Quality Assurance: Develop and execute test plans to validate that the implemented solutions meet the specified requirements. Identify and address any defects or issues during the testing phase.
Project Coordination: Participate in project planning and execution activities, ensuring timely delivery of milestones and effective communication across teams.
Stakeholder Communication: Maintain clear and open lines of communication with business stakeholders, project managers, technical teams, and end-users to provide updates, gather feedback, and address concerns.
Continuous Improvement: Proactively identify opportunities to enhance the functionality, performance, and user experience of existing SAC and SAP solutions.
Documentation: Create comprehensive documentation including business requirements, process flows, use cases, and user guides to ensure effective knowledge transfer and system support.
Qualifications and skills required:
Bachelor’s degree in, Information Technology or Computer Science,
Strong understanding of SAP modules and SAC functionalities, including data modelling, reporting, and analytics.
Proficiency in data analysis, visualization, and reporting tools.
Familiarity with business process modelling techniques and methodologies.
Excellent communication skills, including the ability to communicate technical concepts to non-technical stakeholders.
Analytical mindset with a keen eye for detail and problem-solving capabilities.
Strong organizational and project management skills.
Ability to work both independently and collaboratively in a dynamic environment.
Experience with change management processes and user training is a plus
Relevant SAP certifications are desirable but not mandatory
SECTOR: Finance; Information Technology
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004538/AM&source=gumtree
5d
1
Our client, an investment firm with with offices in Somerset West and the UK, is seeking to employ an Accountant. Reporting to the Finance Director, the candidate will be required to drive efficiency, monitor workflows throughout the finance section and support and advise all sections of the business on financial matters. The role will also include: team management, developing process and procedures, implementing improvements, tax compliance, advising the business on accounting best practice, statutory requirements and accounting deadlines.
Key Duties and Responsibilities include:
To provide exemplary levels of professional accountancy skills to ensure the timely provision of high-quality accounting, reporting and administration which support both external clients and internal personnel
Lead the accounting function for a range of investment products and trusts
Remain abreast of changes in tax and financial reporting legislation and statutory requirements
Prepare and review statutory financial accounts and statements to the highest standard, in line with established best practice and which conform to all legal and professional requirements and guidelines
Manage the process for the audit of the statutory annual accounts for client structures – liaising with auditors as required, to ensure that all appropriate IFRS or GAAP requirements are fully satisfied; all other auditing requirements are met; the audit exercise is successfully completed within the period allowed by regulation
Assist and liaise with auditors for the preparation of annual statutory business accounts
Prepare ad hoc financial reports and statements as requested by Directors
Complete tax returns for structures for the SA and the UK and other jurisdictions within the regulatory deadlines, whilst maintaining high standards of both accuracy and presentation
Oversee the monthly unit and cash reconciliations
Review of monthly management accounts and prepare variance analysis to budget, providing a summary to the executive team on monthly basis
Contribute to the Finance report for quarterly board meetings
Guide, support and train a team of Finance Officers who cover financial administration from petty cash and bookkeeping to preparation of accounts
Conduct probation and performance management meetings in accordance with company procedure
Recruitment of Finance staff, monitor staff attendance, timekeeping and other areas of staff management and report to HR
Encourage and drive the personal development of yourself and the team.
Provide technical assistance and guidance to colleagues
Act as a signatory for the business and apply a questioning mind to all aspects of this responsibility
Attend and contribute at Management Meetings
Build excellent working relationships with clients and business partners
Complete any other duties as and when required to drive business success
Adopt and reflect the company values
Competencies include:
A professional account
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004644/AM&source=gumtree
5d
1
SavedSave
Well established company based in the outskirts of Somerset West has a vacancy for an Accounts Clerk / Financial Assistant with at least 2 years financial experience.
Requirements:
Grade 12
A post-matric qualification in finance will be an advantage
Own transport
Computer literate (MS Excel essential)
Fully bilingual in Afrikaans and English
Duties will include but not limited to:
Posting of transactions and reconciliation of the debtors
Processing the accounting of the daily income of the various businesses
Handling the weekly wages
Posting the petty cash transactions
General ad-hoc duties
Office Hours:
Monday – Friday: 07:00 – 16h00Only candidates currently residing in Somerset West and the immediate surrounding areas will be considered for the position
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004725/ML2&source=gumtree
5d
1
SavedSave
Firgrove Industrial Estate: Manufacturing concern is seeking to employ a recently articled Accountant. Reporting to the Financial Manager, the candidate will form part of their young dynamic financial team.
Duties include, but is not limited to:Processing cashbooks to trial balance
Calculating and compiling VAT returns
SARS reporting
Costing of products
Financial reporting
Requirements:Degree majoring in Accounting
Completed articles (Saipa, Cima, AGA)
Fully bilingual
Resides in the Helderberg area
Strong computer literacy especially Excel (advanced knowledge required)
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004698/AM&source=gumtree
5d
1
International client with offices in Somerset West has a Temporary Compliance Officer role available to assist the compliance team during times of increased work. The role is created to support the Compliance Team with general administration tasks focusing on, AML Review, Sanction Screening via Dow Jones ad Google searches and CMP Testing
This role encompasses projects and processes that will build knowledge of the business and its requirements as well as build an understanding of the compliance role within the business.Key Duties and Responsibilities:
AML Reviews:
Undertaking periodic client risk and file reviews in accordance with the Companies policies and procedures
Logging actions as and when required
Completing 3 or 4 per day
Sanction Screening:
Assisting in the screening of New Clients
Run regular screening against a known list of clients
Screening alerts on a weekly basis to be completed within 48 hours
Themis Screening
CMP Testing:
Completing testing as per the compliance monitoring programme
Logging findings
Completing one per week as and when they are due
Terms of Business Reviews:
Undertaking periodic file reviews in accordance with the companies policies and procedures
Completing 1 per week
Other Duties:
Completing any other duties as and when required to drive business success
Adopting and reflecting of the company values
Monitoring the Compliance and Sanctions inboxes
Updating of register
Competencies include:
A desire to study for relevant professional qualifications
A questioning and enquiring mind to consistently grow knowledge and apply learning
An aptitude for problem solving
Practical experience with MS Office and an ability to adapt to bespoke systems
A methodical approach to tasks with a strong focus on attention to detail
Excellent organisational skills; prioritizing, achieving deadlines
Consistently working at the standard required by the team and business.
A willing and flexible attitude to working hours to support team and business needs, as required.
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004710/AM&source=gumtree
5d
1
My client, anestablished firm based in Somerset West, is seeking to employ a Financial Performance Analyst (CIMA Registered).
The ideal candidate will have a Bachelor’s degree in finance, Accounting, Economics, or related field and will be CIMA Registered
with proven experience in financial analysis, reporting, and forecasting.
This position will suit a skilled financial professional with a passion for analysing data and driving strategic decision-making.The purpose of this role is to meticulously assess financial data to provide valuable insights and recommendations to management for improvement strategies. With a keen eye for detail and a deep understanding of financial principles, this role plays a pivotal part in driving informed decision-making and optimizing the companys financial performance.Responsibilities:
Proactively prepare detailed financial reports and analyses to evaluate project performance and overall company financial health.
Utilize advanced analytical techniques to identify trends, opportunities, and areas for improvement.
Collaborate with cross-functional teams to gather financial data and insights.
Provide strategic recommendations to management based on financial analysis findings.
Continuously monitor key performance indicators and provide regular updates to stakeholders.
Benefits:
Competitive salary commensurate with experience.
Opportunities for professional development and growth within the company.
Dynamic and inclusive work culture with a focus on work-life balance.
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004663/JM&source=gumtree
5d
1
A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs).In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager
Key Duties and Responsibilities:Manage clientt questions and queries
Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
Remain abreast of pension and trust regulations
Appropriately store/input and reference all client documentation within the document management system and administration system
Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
Record all client financial transactions, this includes investments, transfers, benefit payments, statutory payments, and fee charges.
Ensure housekeeping, cases and data capturing is completed accurately in relevant systems i.e. Salesforce.
A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
Experience of administrating pension and trust schemes.
An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
A logical approach to assessing productivity and implementing solutions.
Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
Investigate and prepare a response to complaints.
Review and respond to billing queries.
Ability to provide assistance with regulatory reporting.
Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
Act as a signatory, once approved, for the business
Support, coach, and guide colleagues in the performance of their duties.
Complete any other duties as and when required to drive business success.
Attend Management meetings on request or in the absence of the manager.
Hold regular team meetings.
Conduct annual appraisals, on request or in the absence of the manager
Competencies Include:
A relevant professional qualification or a willingness to study towards one.
Working towards and meeting deadlines.
Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency.
Strong interpersonal skills.
A proven ability to communicate at all levels, both in writing and verbally.
An aptitude for applying attention to detail in all aspects of the role.
A willing and flexible attitude to working hours to support team and busines
SECTOR: Finance; Insurance; Legal
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004495/AM&source=gumtree
5d
I am available to temp at short notice. All rounder. 40 years experience in a Financial environment. I own my own laptop ,i have unlimited wifi etc for remote work and I own a vehicle.
4d
1
SavedSave
Somerset West - Established fruit exporter is looking for a Financial Accountant with a relevant Degree and completed SAIPA articles. No post article experience required.Duties will include:Manage and batch debtors and creditorsReconciliationsProcessing of bank statementsManage production information for various farmsRequirements:Financial Degree with completed SAIPA articlesKnowledge of Pastel AccountantFully bilingualOwn transport and valid license essential
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUxOTAwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195632&xid=1266_51900
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