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We are a plant and equipment rental,
sales and service organization. We currently represent several international
brands in South Africa and are looking for an Accountant/Bookkeeper who will
manage all things financial in the organization. They will need to be directly
involved in the managing of invoicing, creditors, debtors, bank reconciliation,
salaries, sales commissions, tax returns VAT, PAYE, UIF, etc. and will need to
maintain our books and take them to trial balance. We currently use Sage Accpac
and invoicing is done through an inhouse program. Debtor management will
require some special attention.
We are looking for someone who
is between the ages of 35 and 45 honest, professional, organized, efficient,
competent and who takes pride in their work with a fresh view to analyze and
manage the existing business accounting processes and who is capable to implement
systems and programs to streamline the processes within in the organization.
Automate as much as possible. Optimize the structure of our accounting system.
This is an opportunity for a smart and capable individual to become involved in
a developing and growing business within South Africa.
Required
Bachelor's degree in commerceExperience in bookkeeping, payroll, taxes & SARS submissions
etc.Strong computer skillsStrong spreadsheet skills
Our offices are in Paarden
Eiland, Cape Town and the position is office based.
Salary will be market related,
based on experience. Kindly forward CV to stephen@s-o-s.co.za
with a recent photo.
Only shortlisted candidates will
be contacted. If you have not received a response within 2 weeks, consider your
application as unsuccessful.
1mo
Ads in other locations
1
Are you ready to leverage your skills and experience to drive success in a dynamic business environment? Our client is seeking a dedicated professional to fill the role of Business Sales Representative
Key Responsibilities:
Commercial Acumen: Apply your deep understanding of the business environment and objectives to develop innovative solutions, offering technical assistance as needed.
Sales Planning and Coordination: Strategically plan and coordinate sales campaigns and related initiatives to maximize returns.
Presentation Skills: Effectively communicate and provide technical guidance when necessary, delivering clear, concise, and compelling presentations.
Negotiation: Collaborate with internal and external parties, under guidance, to reach consensus among diverse interests.
Compliance: Ensure full compliance with applicable rules and regulations in management and operations.
Policy and Procedures: Monitor, interpret, and align policies and procedures with organizational objectives.
Experience Requirements:
Essential: 1 - 3 years of commercial experience.Advantageous: Experience in the Financial Services Industry.
Education Requirements:
Essential: RE compliant, Grade 12/SAQA Accredited.Advantageous: 150 FAIS Commercial Credits, Relevant 3-year degree or diploma in a related field.
Join our clients team and be part of a forward-thinking organization where your expertise will make a significant impact. Apply today to embark on a rewarding career path!
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84NDgzNjEzMTY/c291cmNlPWd1bXRyZWU=&jid=1704568&xid=848361316
4h
1
Bookkeeper / Office Administrator Milnerton Cape Town
Our telecommunication client in Milnerton / Maitland Cape Town is looking for a Bookkeeper / Office Administrator All-rounder with 3 years plus experience as an all-rounder. You need experience in Bookkeeping (Processing & Invoicing on QuickBooks), Debtors, creditors and other admin record-keeping duties.
Salary Negotiable to experience
Min Requirements
Matric
A bookkeeping Certificate an extra bonus
3 years of Financial Administrator / Bookkeeping, and general office admin experience
Experience in general office administration and co-ordinating
Experience in assisting with a small payroll of 20 staff (most permanent)
QuickBooks and Excel experience essential
SARS efling experience with returns and some submissions EMP’s, PAYE, and VAT
VAT calculation and submission experience
Experience with imports is a bonus
Job Duties
Bookkeeping / Processing of Invoices – QuickBooks
Financial & Office Administration
Capturing invoices(customers and suppliers)
Full Debtors and Creditors control
Bank reconciliations
Liaise with suppliers and customers
Assist with General Office Admin like filing and recordkeeping
Assist with Supplier Onboarding paperwork and loading of systems
Loading of Supplier invoices for payment release
Assist with Sales reports and Administration
Assist with ordering stock local and international
Assist with product imports
Update / Recordkeeping of Safety files during projects (health & Safety)
Assist with adhoc office duties
Apply online
Frogg RecruitmentConsultant Name: Quinton Wright
4h
1
Bookkeeper Paarden Eiland Area Cape Town
Our Client in the Paarden Eiland Area is looking for an experienced Bookkeeper with 4 years of experience. You need experience in Full Bookkeeping to Trial Balance (Processing & Invoicing on QuickBooks), Debtors, creditors, recons, journals, assisting with payroll (20 staff) suppliers, quotes, reporting, and other admin record-keeping duties.
Salary up to R 25000
Min Requirements
Matric
A bookkeeping Certificate a bonus
4 years PLUS of SOLID Bookkeeping, assisting with payroll (20 staff), SARS efling, quotes, creditors, and debtors experience
General Office Administration and recordkeeping
Office Management & Co-ordination a real plus beneficial but not a must
Experience in assisting with a small payroll of 20 staff (all permanent)
Experience in dealing with outsourced accounting firm
QuickBooks (or similar) and Excel experience essential
SARS efling experience with returns and some submissions EMP’s, PAYE, and VAT
VAT calculation and submission experience
Experience with imports and basic PA experience an added bonus
Job Duties
Bookkeeping to TB / Processing of Invoices – QuickBooks
Financial & Office Administration
Capturing invoices(customers and suppliers)
Full Debtors and Creditors control
Bank reconciliations & Petty Cash & Daily
Liaise with suppliers and customers
Assist with General Office Admin like filing, recordkeeping
Assist with Supplier Onboarding paperwork and authorizations
Loading of Supplier invoices for payment release
Assist with Inventory / Stock Control
Assist with Sales reports and Administration
Assist with ordering stock local and international
Assist with product imports
Book appointments and projects for owner
Update / Recordkeeping of Safety files during projects (health & Safety) – training to be supplied
Assist with adhoc office duties
Apply online
Frogg RecruitmentSalary: R25000Consultant Name: Quinton Wright
4h
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Put your customer service and sales skills to good useAre you looking for a new and exciting full time career?At Bantou Empire Marketing we believe that people are the key to their success, therefore we seek candidates who are passionate about learning sales and customer service, and thrive in a team environmentWe take pride in our work ,giving it all we can to reach the very best results, and we look for individuals who will join us in doing what it takes to produce great results but also while having fun doing the job.So what will you do?.A brand ambassador is a person employed by an organization or company to represent its brand in a positive light, helping to increase brand awareness and sales. You will have a proven record delivering on sales targets and successfully dealing customer relationships. You will be responsible for growing the Bantou Empire Marketing customer base and strive to hit those steep sales target.You dont need experience to experience this great opportunity.As we do provide training for candidatesGo ahead ! Click the application button and apply nowPlease send us your CV at hr2.bantouempire@gmail.com REQUIREMENTS Skills required: Problem solving skillsCommunication skillsOutgoing personalityPositive attitudeStudent mentalityCommittementHard working and objective
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2y
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*Reference: DB 6623*
*Consultant: Dorei Barnes*
*Description:*
* Ensure proper take-on of new clients, collecting FICA and liaising with client service team
* Conducts suitability assessment of clients and analysis of client affairs (fact find)
* Prepare new client reviews and proposals
* Prepare and oversee client implementation plans
* Maintain and update client lists, provide tax statements when requested and calculate expected CGT
* Prepare cash flow forecasts using expected investment returns and cash needs
* Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
* Attend client meetings, prepare meeting packs, notes and minutes
* Prepare feedback to general client queries and ad hoc investment analysis requests
* Check monthly and quarterly reports and liaise with reporting team on requirements
* Reconcile and audit client reports
* Prepare quarterly commentary on client portfolios
* Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files
* Take responsibility to ensure all trades are executed accurately and timeously
* Investigate trading queries
* Ensure that client files are properly set-up and maintained
* Ensure clients adhere to approved fund manager list, asset allocation targets & limits
* Maintain record of client advice
*Qualifications:*
* Business, Economics or Investment related degree, preferably with Honors
* Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
* 2-3 years of relevant experience in the finance / investment industry
* Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
* MS Office (Excel, Power Point, Word, Outlook)
* Excellent written and verbal communication skills
* A track record of overall integrity
* Strong attention to detail and
* Good relationship management skills
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An exciting career opportunity exists for a Bond Consultant in Cape Town, Western Cape within a Property Investment environment. If you have the following behavioural competency and experience, we look forward to receiving your application.Duties include the following, but not limited to:Consult with Investors daily whether one-on-one or telephonically, for the purpose of obtaining financial information to do affordability assessment or to process bond applications.Thoroughly complete application forms, capture and submit applications to specified financial institutions through DealMaker systemFollow up with banks daily on all submitted applicationsGive daily / regular feedback to clientsMotivate decline applications, do rate appeals with banks to ensure that best possible outcome is received. High conversion ratio will be expected.Ensure that sale agreements are signed correctly within the specified timeEnsure that applications granted are taken to “done deals” (balance purchase price paid if needed) within the specified timeAssist with the updating of spreadsheetsAd-hoc bonds and administration duties Requirements:At least 2 years of experience as a bond administrator or bond consultantCurrently be in the same or similar role with active working knowledgeGreat communication skillsExcellent telephone etiquetteAble to work in a teamBe able to work under pressure in a fast-paced environmentGreat time-management skillsWell presented as you will deal with clientsExperience with DealMaker system Salary: Market Related Closing Date: 30 March 2022
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2y
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An exciting career opportunity exists for a Bond Consultant in Cape Town, Western Cape within a Property Investment environment. If you have the following behavioural competency and experience, we look forward to receiving your application.Duties include the following, but not limited to:Consult with Investors daily whether one-on-one or telephonically, for the purpose of obtaining financial information to do affordability assessment or to process bond applications.Thoroughly complete application forms, capture and submit applications to specified financial institutions through DealMaker systemFollow up with banks daily on all submitted applicationsGive daily / regular feedback to clientsMotivate decline applications, do rate appeals with banks to ensure that best possible outcome is received. High conversion ratio will be expected.Ensure that sale agreements are signed correctly within the specified timeEnsure that applications granted are taken to “done deals” (balance purchase price paid if needed) within the specified timeAssist with the updating of spreadsheetsAd-hoc bonds and administration duties Requirements:At least 2 years of experience as a bond administrator or bond consultantCurrently be in the same or similar role with active working knowledgeGreat communication skillsExcellent telephone etiquetteAble to work in a teamBe able to work under pressure in a fast-paced environmentGreat time-management skillsWell presented as you will deal with clientsExperience with DealMaker system Salary: Market Related Closing Date: 15 February 2022
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2y
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Were looking for a candidate to fill this position in an exciting company. Key Performance Areas Project Accounting / Reporting: Maintain and update project-related financial recordsImport/Update approved project budgets onto Oracle NetSuiteCreating custom financial reports as required by donors and internal projectsAnalyse, review, rearrange and compare original expenditures related to a project to meet various reporting needsPrepare financial reports periodically as requiredAssist project managers with monitoring, analysis, forecasting and comments upon project variancesLiaise with Unit heads, Field offices and programme managers to gather financial and project accounting requirements, as well as tailored reporting structuresMonitor and Maintain donor financial requirements, conditions and reporting deadlinesAssist programme/project staff with conceptual budgets where requestedCompile information for external auditors, as requiredREQUIRED SKILLS & QUALIFICATIONS: 5 years experience as an accountantFamiliarity with Oracle / SAP / Oracles NetSuite is essentialPractical experience in the field of Financial donor reportingComputer literate: MS Outlook, Word and Excel intermediate levelAnalyse and summarise financial data accurately with a strong attention to detailDeadline driven and able to manage conflicting deadlinesAbility to work under pressureGood interpersonal skillsTeam playerPositive attitude and willing to share and develop skills further
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2y
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Cape Town - Minimum 2 years’ experience as a bond administrator or consultant• Needs to come from a Bond Origination company• Well-spoke and organised• Salary: R 25 000• DealMaker experience
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2y
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ANational Corporate Financial Services Provider is recruiting experienced Fin.Advisors in the Western Cape to market a unique Product offering to GovtEmployees. This is a first in the market which research shows that 75% of GovtEmployees need. Shouldyou have the following Criteria , we want to hear from You, 1.Experience in the Industry with no Criminal Record.2.Be FAIS Complaint preferably - based on Date of First Appointment.3.Have a passion to grow and develop a Professional Career in Financial Services4.Preferably have your own Transport.5.Be willing to present at all Govt Departments.6.Be someone that is Goals orientated to achieve Ifthis is YOU , please email a CV to wcnewbus@rgsg.online
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2y
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Our client is a multinational customer clearing, freight forwarding and ships agency with offices in Cape Town, Durban, Johannesburg, Port Elizabeth and Walvis Bay.They are looking for a DEBTORS CLERK to join their Cape Town team for a 4 month maternity contract.A RECENT PROFESSIONAL PROFILE PHOTO MUST ACCOMPANY YOUR APPLICATIONEMPLOYMENT TYPE : TEMPORARYSECTOR : FINANCESTART DATE : A.S.A.P / IMMEDIATEDUTIES:Capture Debt Collection comments on FileMaker (training to be provided)Update schedule for daily cash flowFollow up on debtors payments and ensure that debts are paid timeouslyEnsure debtor statements are correct and sent to clientsResolve queriesAllocate and apply receipts on daily basisInform Credit Controller of changes needed on Debtors Master filesProcess Journals timeouslyRaise interest invoicesScan and file credit applicationsDownload reports for meetingsEnforce policies and proceduresAd-hoc dutiesREQUIREMENTS:Matric + tertiary qualification1 years’ experience in debt collectingKnowledge of Forex, Ships Agency & Freight Industry (advantage)Highly motivatedAble to work overtime when necessaryDeadline driven
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We found 113 jobs for selected criteria: Western Cape (1) Human Resources & Recruitment Where should we email your jobs? By clicking above you agree to the PNet Terms of Use .Read our full Data Protection Policy here .You may unsubscribe at any time from PNet emails and services.Reference: DUR002267-SN-4 Our client is a longstanding solution, design and implementation agency. Their clients are national and global brand corporates who want a variety of marketing services outsourced and are seeking unique as opposed to out-of-the-box solutions. They develop solutions collaboratively with their clients and then in most instances implement these solutions, in some cases for multiple years. Their channel incentive programmes, staff reward and recognition programmes and pure-software solutions delight the Marketing departments of their clients! Duties & ResponsibilitiesJob Description: The company is seeking a Strategy Director, reporting directly to the CEO, who will lead the new product development team; structure and manage the companys marketing and assume responsibility for engaging with new and existing clients to assess their needs against the potential for a service to successfully make profits from delivering solutions.This is not a desk jockey job of fixed hours and tightly defined roles. This is a job for an energetic player, who wants the freedom to stretch legs and minds, and to earn a basic and uncapped performance remuneration based on quarterly PBT growth.The new Strategy Director will be joining this established and growing team and be responsible for creative problem solving and have the ability to adjust fast to new inputs and create, with the team, the solutions that will fix client problems. Work with clients to align brand strategy with business strategy - creating stories and experiences to engage customers, influence prospects, rally employees, inspire investors and build communities.Minimum Requirements: Undergraduate Degree.Understand MBA linguae franca or have developed confidence through industry experience.Minimum 5 years’ experience in Research, Branding, Marketing, Incentive House or Advertising Agency or related professional services at a Senior Management level for a corporate. Broad Responsibilities: Lead client engagements, forming and growing trusted client relationships.Create high-impact strategic content and maintain client profitability.Serve as Engagement Manager across multiple clients and initiatives.Develop, with a high degree of freedom, a role as Strategic Client Partner & Advisor across the ongoing brand initiatives and practical delivery solutions developed by the company.Create and direct innovative and thoughtful strategic solutions to complex brand and communications challenges on behalf of the portfolio clients.Consult with clients on a range of strategy brand initiatives, includin
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Cape Town - Opportunity for a Settlement Officer to join a highly rated Stockbroking team .In the role as a Settlement Officer you will be responsible for managing the settlement of all Equity, Derivative and Bond Trades in terms of the JSE Rules, and to support the Operations Team with other duties. DUTIES AND RESPONSIBILITIES•Manage the settlement obligations of all Equity, Derivative and Bond Trades in terms of the relevant exchange Rules and Directives•Ensure appropriate procedures are implemented and necessary action is taken to facilitate settlement of all transactions in accordance with the relevant exchange Rules and Directives•Advise the relevant exchange of any issue that may potentially impact on settlement of a transaction•Co-operate with the Settlement Authority of the relevant exchange to ensure the efficient and timeous settlement of all transactions•Deal with and follow up with the relevant stakeholders, including Banks, Clients, and Custodians to ensure transactions are committed to within the specified timelines•Effectively resolve queries as they arise•Notification of problem transactions needs to be done immediately to affected members and clients.•Constant monitoring and communication of trade statuses to clients, banks and the relevant exchange where required•Liaise with bank to ensure payment limits are appropriate•Liaise with bank to temporarily lift intra-day limits (Lift Fating Process)•Reconcile Net Settlements schedules to Bank Statements, and BDA•Review Client Brokerage Figures for reasonability and update Database with Figures•Follow exchange instructions regarding failed trades if required•Monitor trade exclusions as required to ensure correctly dealt with•Data Capture and Enquiries on the JSE’s Broker Dealer Accounting System (BDA)•Ad-Hoc requests as and when required•Assist with the processing and settlement of local and international trades for the Equity and Equity Derivatives Market when required•Taking note of relevant Exchange Communications and participate in User Acceptance Testing (UAT) Testing as required•Compiling of incident reports analysing the root cause of any possible breaches and recommend preventative measures•Be cognizant of the relevant Compliance requirements•Support the Compliance Officer to ensure Compliance with applicable legislation including Exchange Rules and Directives, taxation, etc. REQUIRED EXPERIENCEMinimum 5 years related experience a stockbroking environment with exposure to investment/financial markets•A solid understanding of financial instruments, including Fixed Income and Derivative Instruments•Knowledge and experience on local and international settlements.•Able to work on various IT systems (advanced Excel, Accounting & Exchange Systems, including Nutron, MecrasBDA and Swordfish) REQUIRED QUALIFICATIONSBCom, B.Compt, BSC or equivalent is essential along with JSE Exams as listed below:JSE AND RPE ExamsIntroduction to Financial Markets (RPE)Regulations and Ethics of the Sou
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Senior Accountant - Motor DealershipSenior Accountant- Western Cape, MilnertonR28 000 – R45 000 CTC depending on experienceWe are looking for a Senior Accountant with franchised motor dealership experience to manage the financial process effectively and efficiently for a high volume brand. You will be responsible for monthly accounts and reports, budgets, assets, statutory returns, payroll, debtors, creditors, stock control and other relevant duties. Our client requires a financial degree or diploma, a minimum of 3 years Accounting and management/supervisory experience. Minimum Job Requirements (not negotiable)Minimum 3 years RECENT Accounting experience in a franchised motor dealershipA financial degree or diplomaA high level of computer literacy and working knowledge of Kerridge or Keyloop Drive Contactable references You will need the following documents – For best results, please apply via a laptop or computer.•A FULL CV in Word or PDF format - Must include Company Names, Dates of Employment and Reasons for Leaving.•Copy of ID•Copy of Driver’s License•Qualification Certificates•Last 3 months payslips and/or Commission sheets•Names and contact numbers for at least 2 ReferencesAstor Motor Recruitmentjobs@astorrecruitment.co.za
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Cape Town - My client is looking for an experienced Loan Administrator to ensure effective administration support for the ops team. This position is best suited to an individual who enjoys information gathering and someone who is analytical, and detail orientated. Responsibilities: Organizing informationManaging the information gatheredClient engagementGeneral loan administrator duties.Assisting the analyst operations team where requiredExcellent customer service – providing timely, attentive, and upbeat service to a customer, and making sure their needs are met Requirements: Grade 12Three years’ experience in loan administration / loan origination
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Salary Range: R1000000 - R1200000 Annually Brief Description: Are you someone striving for continuous Professional Development and need a company supporting you in doing so? Then send your CV right now! We are looking for CA(SA) qualified Auditors, with 5 7 years Experience in an Audit, and a passion for adapting and transforming the audit process. Join this global leader offering development, flexibility and highly competitive compensation. Job Description: Analyze financial statements, annual reports and annual general meetings for clients to ensure compliance with auditing standardsAssist clients respond better to reporting and auditing issues within their businesses.Identifying potential audit issues or unusual trends in financial statements with detailed analytical trend analysis Demonstrating your professionalism while working in clients’ environments and providing exceptional serviceOperating effectively in a regulated environment, with a focus on protecting the capital markets and the investing publicHaving a genuine passion for protecting the financial markets via audit procedures auditing, and the resilience to prioritize and adapt in a demanding, fast-moving, constantly changing environmentSkills & Experience: Proven track record of communication and negotiationMinimum 5 – 7 Years Audit ExperienceQualification: Bcom HonoursQualified CA(SA)Contact ALEXANDRA MALONEY on 021 418 1750, quoting the Ref: CTF014145. Connect with us on www.communicate.co.za and Register your CV to create a profile and to view all our Financial recruitment vacancies.Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.
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SENIOR SAIPA
ACCOUNTANT
INTRODUCTION:
We are a Professional Accountants Firm and
SAIPA member with the South Africa Institute of Professional Accounts (SAIPA)
and are looking for a Senior Accountant, pursuing a career as a Professional
Accountant. We strife only to employ
exceptionally talented, skilled and committed staff who can add value to the
services we offer our clients.
Continuous professional development ensures that our staff acquires and maintains
a high level of technical expertise and meets recent requirements as dictated
by our professional and regulatory body, SAIPA.
Our efforts in serving our clients are
supported by an efficient infrastructure that includes up to date computer
technology and equipment, helping to aim toward a paperless environment.
Join our firm to develop your accounting skills
as a Senior Accountant and create an excellent career opportunity for yourself.
DUTIES AND
RESPONSIBILITIES:
·
Processing
of Accounting Data
·
Setup
of Financial Statements for Individuals, Companies, Trusts and Closed
Corporations
·
Tax
affairs and planning for clients
·
General
Ledger Reconciliations
·
Cash
Flow Forecast Planning
·
Maintaining
Fixed Asset Register
·
Payroll
Administration with reference to salaries and wages
·
Preparation
of VAT, PAYE and Provisional Tax
·
Registration
of entities other statutory registrations
REQUIREMENTS:
·
B.Com
and Articles with references (SAIPA member in practise will be to your
advantage)
·
Must
be able to meet deadlines on a monthly basis
·
Excellent
attention to detail
·
Excellent
communication skills – both verbal and written
·
Must
have the knowledge to work independently and under pressure
·
Only
applicants in possession of a valid SA ID-document and who meets the stipulated
criteria need to apply
SOFTWARE REQUIREMENTS:
·
Pastel
and Sage knowledge
·
Caseware
and Taxware knowledge
·
Computer
literate including Outlook, Word and Excel
PACKAGE AND
REMUNERATION:
Depending on qualifications and experience
21d
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A fast growing Financial Services Firm based in Cape Town is looking for a young and ambitious CA(SA) or CFA seeking an opportunity to see high volumes of deal flow and and get up and close to the world of growth funding. The ideal candidate will need to be excited about building financial models, doing market research and providing in-depth insights into fast growth and exciting target companies. You will gain international deal structuring experience as all target companies are based internationally.
* Due diligence and underwriting of potential deal.
* Financial analysis, financial modelling, market-studies, portfolio company interviews and reporting.
* Analysing business plans and financial models of SMEs, with a specific focus on technology businesses.
* Manage risks and opportunities of portfolio companies which includes strategic decision-making, mergers and acquisitions, fundraising, cash flow forecasting and cost control.
* Monitoring operational and financial performance as well as anticipating finance needs of investment portfolio
* Work together across teams to ensure deals are structured in the best possible manner
* Reporting to institutional investors on a quarterly basis and presenting credit committee investment proposals.
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
* R575 000 - R625 000 p/a
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzgzMDVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137070&xid=1555_8305
2y
· Minimum of 5 years working experience in the financial services industry
is required·
Relevant further studies i.e. degree or part degree · This
individual takes responsibility for overseeing the administrative, operations
and client services sport to the Financial Planner and is the liaison person
between the practice and the regional office / head office.·
Implementation of the client services experience·
Take full responsibility for the implementation of administrative
processes and controls in the Financial Planners practice(s) (including all
transactions, queries, reporting etc.).
Liaison
between Financial Planner and product providers (PPs).·
Be equipped to follow the formal complaint resolution process.· Adhere to the culture and principles of Treating Customer Fairly·
Collation of all clients related information (data discovery and fact
find) and preparation of documentation for engagement between Financial Planner
and the client.· New Business/ New product –
advisor appointment, advisor details, info sheet, confirmation letter, Letter
of Engagement, service agreement, AAN doc, Astute consent & Report, quote,
application for, CAR client advice record,· ·
Computer skills: Microsoft Office (Excel, Word, Outlook essential);
SharePoint·
Experience with XPlan will be an advantage·
Good verbal and written communications skills·
High energy individual who is customer centric and relationship
orientated·
Methodical, accurate and have meticulous attention to detail.·
Initiative-taking work ethic.·
Organizational skills, ability to prioritize, plan and manage projects.·
Ability to collaborate with others. ·
Critical thinking: ability to strategize, research and interpret.·
Problem solving ability to apply creative skills in evaluating problems
and identifying best solutions while being flexible to accommodate the changing
needs of the clients.·
Teamwork: be a reliable and productive member of the team. ·
Professional presence: as a representative of the organization, a
professional image and professional conduct are always expected and required. ·
Time management: ability to manage time and tasks to ensure deadlines
are met.·
Assertiveness, proactive & resourceful·
Resilient under pressure·
Ability to multi-task
·
Maintain absolute confidentiality
REQUIREMENTS Matric, preferably part degree/diploma 3 to 5 years+ experience as a senior administrator.Product and process knowledge (FICA, FAIS, Investments
& Risk)Good Client & Communication skills Passionate about People, Investments and Digital
Media PACKAGES ·
Microsoft office ·
X Plan Remuneration
and Working conditions negotiable
23d
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