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Requirements: 1 to 3 years’ minimum experience in Bookkeeping and SARS compliance.
Qualities required:
• Basic accounting knowledge
• Organisation skills.
• Attention to details.
• Integrity and Transparency.
• Communication skills.
• Problem-solving skills.
• Knowledge of Excel, Sage , Pastel, XERO, Quickbooks, or other applications
• Time Management Skills.
• A way with numbers.
• Produce work with a high level of accuracy
Duties will include but not limited to:
• Bookkeeping: Recording financial transactions such as invoices, receipts, and payments accurately and timely.
• Data entry: Entering financial data into Sage Business Cloud and/or other accounting programs and working schedules used in our company, reconciling accounts, and preparing financial reports.
• Administrative: Saving all supporting documents from clients on to the server
• Accounts payables: Preparation of reconciliations of suppliers and service providers, including supplier age analysis, ensuring that invoices are received and processed on time and adhere to all VAT requirements.
• Accounts receivables: Preparation of customer invoices and reconciliation of customer accounts and debtors’ age analysis with receipt of payments. Preparation of customer schedules for clients where required.
• Bank reconciliations: ensuring that bank statements match the company’s accounting records and identify any discrepancies, resolving same before each month-end.
• VAT: Preparation of bi-monthly vat working schedules, VAT201 assessments and any audit document preparation/submission to SARS.
• Payroll: Preparation of monthly payroll and EMP201 schedules for review and sign-off by client to submit to SARS timely.
• Drafting: Compiling annual financial statements on Draftworx in accordance to the company’s Audit Procedures Checklist and Policy
• Tax: Preparation of individual and corporate tax assessments, be it provisional or final assessments, for review by client and management, for timely submission to SARS
Must be able to multitask to handle average 20 companies’ books to Trial Balance and multiple individual tax clients.
Full function i.e. process cash books & reconcile banks, process and reconcile suppliers & customers, reconcile balance sheet accounts, reconcile VAT reports and File VAT 201 returns. Salary & Wage and stock adjustment journals.
Software Experience preferable for: Pastel accounting, Sage One Business accounting online, Xero, QuickBooks on-line, Microsoft Outlook, Microsoft Word & Excel
The position requires significant client interface, being able to communicate in English & Afrikaans
2d
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1
I am recruiting for an excellent salesmen !
Requirements
Direct sales experience only No telephonic salesNo call centre sales Face to face sales onlyGenerating own business leads is a mustFast pace sales environment Target driven salesPreferably experience in selling insurance Proven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjk0MTE1NTAxP3NvdXJjZT1ndW10cmVl&jid=1497801&xid=1294115501
2d
1
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Work in the sports industry as a Creditors Controller and be part of their finance team.
Purpose of Job:
To ensure that all invoices incurred are captured timeously on the GP accounting system and that monthly reconciliation of suppliers accounts are processed.
Key Results/ Accountabilities expected from job
Ensure that all tax invoices contain all the necessary information to comply with the Value Added Tax (VAT) ActAuthenticate the invoices received from suppliers and ensure all information is accurateEnsure that all cash transactions have been authorisedTimeous resolution and follow-up on all AP queriesAccurate loading of banking details on their bank accountProvide supporting documentation for auditsAccurate reconciliation of all suppliers and resolution of outstanding transactionsForward remittance advices to suppliers after completion of paymentsFiling of all AP Documents after payments according to the agreed filing
Experience and Expertise (Typical educational qualifications and experience)
Educational background
Finance, Accountin, or bookkeeping diploma or qualification – Essential.
Experience (years and nature)
Minimum of 3 years’ creditors experience with complex and big accounts is essentialWorking with MS Office Excel is essential
Competencies
Customer service orientationComputer literacy (Intermediate Excel and Accounting Packages)Accuracy and attention to detailUnderstanding of basic accounting principlesTime managementOrganisational skillsProblem-solving SkillsAccounts payable process
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjk1Njk2MzkxP3NvdXJjZT1ndW10cmVl&jid=1187696&xid=3295696391
2d
1
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Minimum 2 years’ experience, Pastel & Excel essential, Must be able to work as part of a team and independently, Proven ability to calculate, post and manage accounting figures and financial records Data entry skills along with a knack for numbers, Hands-on experience with spreadsheets, Proficiency in English and in MS Office, Customer service orientation and negotiation skills, High degree of accuracy and attention to detail, Processing on Pastel A MUST
Responsibility:Experience capturing supplier invoices and reconciling supplier accounts, Prepare bills, invoices and bank deposits
Salary: RMarket Related
2d
1
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Bookkeeper Cape Town CBD Hybrid
Our IT Services client in Cape Town CBD is looking for an experienced Bookkeeper with 15 years of Bookkeeping experience working on XERO. This is a hybrid position. Comprehensive experience in managing full debtors, creditors, and cash book reconciliations
Salary up to R 40 000 including in the CTC is medical aid and pension – Hybrid Job (2 days a week in the office & 3 days from home Work Hours: 8:30 AM to 5:00 PM
Qualifications and Experience:
Matric and a Bookkeeping / Accounting qualification
A minimum of 15 years of bookkeeping/accounting experience.
Proficiency in ERP systems, with Xero being advantageous.
Expertise in Microsoft Office applications, especially Excel, Word, and Teams.
Comprehensive experience in managing full debtors, creditors, and cash book reconciliations.
Key Responsibilities:
Bookkeeping to Trial Balance Xero & Invoicing
Generating and sending out invoices to customers promptly from accepted sales quotes
Billing Control / updating monthly repeat billing
Receipts Processing and applying payments to the correct customer accounts and invoices.
Collections and customer queries.
Debit order collection preparation for Debit order Customers.
Take on new clients and suppliers
Processing Supplier invoices and matching them to Purchase order.
Reconciling Supplier statements to the accounts payable ledger
Addressing supplier discrepancies and resolving the issues.
Correctly allocating expenses to the correct GL.
Credit card reconciliation.
Recording all bank transactions in the cashbook
Obtaining periodic bank statements for reconciliation purposes.
Match transactions recorded in the cashbook against the bank statement to identify any discrepancies.
Apply online
FROGG Recruitment
Salary: R40 000Consultant Name: Quinton Wright
2d
1
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This person must be familiar with the CT market.
The New Business Development Manager primarily focuses on identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/she must build relationships with clients to ensure retention of business and facilitate new business. An extensive knowledge of products and providers is necessary. The New Business Development Manager is responsible for complete and accurate administration related to all policies and clients. All service provisions will meet the requirements of Treating the Customer Fairly (TCF)
EDUCATION/TRAINING
Completed:
Short-term Insurance qualificationRE 5Product Specific TrainingClass of Business – Commercial and Personal LinesCPD hours in current cycle
CORE COMPETENCIES
Excellent communication and interaction skillsAttention to detailProven sales and marketing skillsNegotiation skillsHigh level of administration skills (Filing/record keeping)Ability to analyse and take decisionsProficient in Microsoft office suite, specifically Word and ExcelSound knowledge Insurance products and insurersKnowledge of the Insurance industry in generalTime managementAbility to work under pressure
EXPERIENCE
Eight years in the insurance industry with at least five of these interacting with Commercial, Transport and Personal Lines clients.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTkxOTE1NTQ5P3NvdXJjZT1ndW10cmVl&jid=1720510&xid=1991915549
2d
1
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*IT Sales Manager (Enterprise Software Development) – Cape Town*
*R 50 000 to R 65 000 Per Month (Excluding Commission) *
*Established and highly reputable IT Software Support firm representing renowned brands* is seeking a tenacious, self-motivated, technically sound individual to expand their vision and service offering.
One would describe you as being passionate about IT, an enthusiastic and adept learner who is flexible and adaptable in embracing new products.
You would become an expert in the software systems sold by the Company, through continuous development, in order to support the Sales team in meeting and exceeding targets.
*Requirements:*
* Relevant IT / related tertiary qualification
* Over 5 years’ experience working in enterprise IT sales
* Experience working in a management / leadership role
* Broad enterprise IT knowledge with experience in Endpoint Management, Service Management or Security
* Comprehensive understanding of strategic selling to large enterprises and the applicable sales frameworks
* *Shortlisted candidates will be required to submit a 2-3 minute video discussing what sales framework and management activities you believe are most effective to create a winning culture and high performing sales team*
*Duties:*
The successful candidate would be comfortable performing the following duties:
* *Create a culture of high performance:*
* Lead energising and helpful sales meetings
* Work alongside sales people (observing, coaching, helping) when they are with customers or prospects
* Oversee sales representatives’ business plans
* One-on-One regular meetings with sales people
* Review compensation plan
* Eliminate sales person’s obstacles
* *Talent Management:*
* Get the right people in the right roles
* Retain top talent
* Performance manage / replace underperformers
* Recruitment
* *Strategic Targeting:*
* Select the correct target customers
* *Arm the sales team for battle by:*
* Sharpening the sales story
* Helping them master the sales basics (Prospecting, Discovery, Presentation, Overcoming objections, Identifying buying influences, Strategic positioning)
* *Respond to customer escalations* and work with internal and external teams to escalate issues with support or PS, Accounts, Vendor or Partner
* *Grow and build partnerships with Vendors and Sales Partners*
* *Outputs:*
* Sales Reports
* Pipeline Reports
* Executive Reports
* Individual business plans and KPI’s
*Please email CV’s to Nicole Spamers: *(nspamers@elev8recruitment.co.za)(mailto:nspamers@elev8recruitment.co.za)
IT, Sales, Manager, Ivanti, Enterprise, Software, Development, Enterprise IT sales, management, leadership, Endpoint management, Service management, Security, Strategic selling
Commission
IT, Sales, Manager, Ivanti, Enterprise, Software, Development, Enterprise IT sales, management, leadership, Endpoint management, Service management, Security, Strategic selling
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU0NTY1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1241740&xid=1555_54565
2y
1
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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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMzIwXzE2MjgwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1237296&xid=1320_16280
2y
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SAP Cost Accountant/Bid Manager (Manufacturing)R600k - R650k Cape TownOur client is a top performing global manufacturer.Key ResponsibilitiesCorporate business planning for short- and long-term sales in RC (Recurring Costs) and NRC (Non-Recurring Costs), project calculations, bid and order book management and coordination of order administration and interdisciplinary teams within these functions.Product Pricing & ProfitabilityEngage with the customer procurement organization and handle quote enquiries.Review customer RFQs & lead the offer preparation process with all relevant parties involved.Contribute to contract negotiations and project mobilization with Project Managers.Compile product cost & price calculations in cooperation with Project Managers and Finance.Support the monitoring of the product portfolio profitability against goals and targets.Define and maintain calculation and planning / monitoring standards.Sales Planning and ReportingDevelop and maintain short-, mid- and long-term corporate sales planning for development services (NRC) and production sales (RC) with Management.Provide weekly / monthly updates on sales outlook figures for NRC sales (rolling outlook).Sales Order ProcessingMonitor order book management process with all parties involved and assure accuracy of SAP data based on respective business rules.Ensure timeous and accurate processing of customer orders, invoicing and credit notes.Qualifications and experienceRelevant Degree (Accounting or Engineering)Experience in understanding and linking manufacturing costs to product profitabilityExcellent computer skills (Excel Advanced, Microsoft Word, PowerPoint)Advanced SAP knowledgeProduct costing / accounting / finance knowledgeTeam leadership / coordination skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUyNjEzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1197702&xid=1266_52613
2y
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Job
Advertisement: Debtors Clerk
Position:
Debtors Clerk
Location: Cape Tow – Airport Industria
Responsibilities:
Accounts Receivable
Management:
Efficiently manage the accounts receivable function, including invoicing,
issuing statements, and following up on overdue accounts.Reconciliation: Perform regular
reconciliation of accounts to ensure accuracy and resolve any
discrepancies in a timely manner.Payment Processing: Process incoming payments
accurately and allocate them to the appropriate customer accounts.Customer Communication: Maintain professional
communication with customers regarding their accounts, responding promptly
to inquiries and resolving any issues or disputes.Debt Collection: Implement effective debt
collection procedures to minimize overdue accounts and reduce bad debt
risk.Reporting: Prepare and distribute
regular reports on accounts receivable status, aging analysis, and
collections activity to management.System Management: Utilize accounting software
such as Pastel Partner, Sage One, and Sage Payroll to manage debtor
records and financial transactions accurately.B2B Portals: Familiarity with B2B
portals and ability to navigate and manage transactions within these
platforms efficiently. Documentation: Maintain comprehensive and
organized records of all debtor-related transactions, correspondence, and
documentation.Collaboration: Collaborate with other
departments, such as sales and customer service, to ensure alignment and
effective resolution of customer issues.Administration: Basic administration
functions, including filing, answering of telephone
Requirements:
Experience: Proven experience working
in a similar role, preferably within the food or manufacturing industry.Skills: Proficiency in accounting
software such as Pastel Partner, Sage One, and Sage Payroll is essential.Communication: Excellent verbal and
written communication skills, with the ability to interact professionally
with customers and colleagues.Organization: Strong organizational
skills with a keen attention to detail and accuracy in financial data
management.Problem-Solving: Ability to identify issues
and implement solutions effectively, demonstrating initiative and
resourcefulness.B2B Portal Familiarity: Experience with B2B portals
and understanding of their functionalities is advantageous.Email CV's –
creditors@theallergyfreekitchen.co.za
15d
1
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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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2y
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Do you think you have the qualities of a great salesperson?Are you a creative person ?Well if you enjoy impressing customers with your keen sense of style and creative eye then this position is for you. Bantou Empire Marketing is looking for creative individuals who will help create positive energy and excitement around our clients brand and product.We have an amazing team and would really love to associate our selves with talkative , enthusiastic and creative individuals. We are looking for people who want to develop their sales representative skills with the potential of fast progression for ambitious individual. We put our clients at the heart of everything we do , ensuring that while they do work they are able to have fun.Your key areas of responsibility will include:Finding potential customers for the company product , you are able to meet with the clients at their own company or travel to the clients location. You will be responsible to help the client learn more about the companys products and services.Yiu could have experience in the sales sector or not either way we do not require experience to start the process, but we ourselves provide training for our clients and help them learn more.What are you waiting for ,apply now and see thing ChangePlease send us your CV at hr2.bantouempire@gmail.com REQUIREMENTS Skills required: Communication skillsCommitmentOutgoing personalityProblem solving skillsTime management skillsLeadership skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMzIwXzE3NTU0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1250470&xid=1320_17554
2y
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Corporate International Tax - Senior ManagerLine of Service TaxIndustry/Sector Not ApplicableSpecialism International Tax ServicesManagement Level Senior ManagerJob Description & Summary We are searching for an experienced corporate tax specialist to join our International Tax Services team as a Senior Manager. The role requires deep technical expertise in the fields of South African corporate income tax and tax treaty law, and the ability to effectively apply such knowledge to complex cross-border business operations, corporate transactions and structures within an ever-changing global tax landscape. Job Purpose With today’s globalised economy, businesses are exposed to fast changing legislation, regulations and tax environments with operations, supply chains and customers across the globe. It’s vital for businesses to manage and respond to these developments in an agile and responsible way by partnering with an advisor that can be trusted. In line with our #newequation this role will allow the successful candidate to plug into a global community of solvers to develop sustainable solutions for the global tax problems of the globalised economy. Principal Accountabilities (KPIs) : The successful candidate will be required to:Act as a relationship manager of a portfolio of clients against individual and team Net Revenue targets; Act as the first point of call for clients and ensure timely delivery to the highest technical standard; Provide on-the-job coaching and mentoring to junior team members; Perform technical reviews of draft deliverables prepared by junior team members; Report into a Partner / Director ultimately signing off client deliverables; Project manage integrated consulting assignments, where frequent dealings are to be expected with (1) Subject-matter experts of different lines of services, e.g transfer pricing, indirect tax, customs, deals, audit and/or compliance specialists, and (2) Subject-matter counterparts in foreign PwC offices. Support the sales strategy of leadership; Manage project economics pro-actively; Ensure team adherence to internal risk management policies; Keep abreast with the ever-changing tax landscape through relevant technical training; Develop deep knowledge of bespoke PwC developed digital tools, applications and business processes. Minimum Qualification: Applicable degree(s) in accounting, law, commerce and/or finance. Postgraduate studies in Taxation will be advantageous. Exposure to studies, training courses, seminars or task groups in the field of international tax will be advantageous. Professional qualification (CA / attorney) will be advantageous. Experience: 5+ years relevant experience in the field of corporate international tax . Key Knowledge and Skills: Deep knowledge of South African corporate income tax, corporate structure
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yOTJfMjQxNjg0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1163938&xid=292_241684
2y
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SAP Cost Accountant/Bid Manager (Manufacturing)R600k - R650k Cape TownOur client is a top performing global manufacturer.Key ResponsibilitiesCorporate business planning for short- and long-term sales in RC (Recurring Costs) and NRC (Non-Recurring Costs), project calculations, bid and order book management and coordination of order administration and interdisciplinary teams within these functions.Product Pricing & ProfitabilityEngage with the customer procurement organization and handle quote enquiries.Review customer RFQs & lead the offer preparation process with all relevant parties involved.Contribute to contract negotiations and project mobilization with Project Managers.Compile product cost & price calculations in cooperation with Project Managers and Finance.Support the monitoring of the product portfolio profitability against goals and targets.Define and maintain calculation and planning / monitoring standards.Sales Planning and ReportingDevelop and maintain short-, mid- and long-term corporate sales planning for development services (NRC) and production sales (RC) with Management.Provide weekly / monthly updates on sales outlook figures for NRC sales (rolling outlook).Sales Order ProcessingMonitor order book management process with all parties involved and assure accuracy of SAP data based on respective business rules.Ensure timeous and accurate processing of customer orders, invoicing and credit notes.Qualifications and experienceRelevant Degree (Accounting or Engineering)Experience in understanding and linking manufacturing costs to product profitabilityExcellent computer skills (Excel Advanced, Microsoft Word, PowerPoint)Advanced SAP knowledgeProduct costing / accounting / finance knowledgeTeam leadership / coordination skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUyNjEzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1197702&xid=1266_52613
2y
1
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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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM2Nzg5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1146881&xid=1266_36789
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
25d
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