Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
Responsibilities will include:
COMPETENCIES & SKILLS
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Assistance in Facilities, Services and General Front Office Administration
Relief switchboard rosters
Updated telephone lists
Sundry
Receiving and sorting out incoming mail
Sending outgoing mail
Good administration and control with regards to keys of vehicles and where
Join is a leading financial institution dedicated to excellence in providing innovative financial solutions. With a commitment to integrity and professionalism, we specialize in delivering superior services to our clients across diverse sectors.
Main duties and responsibilities:
to Pretoria North - for a Rental Administrator/Accounts position. They are looking for someone with a rental management systems will also be considered. Accounting/Bookkeeping skills and experience in a financial
need to have at least 5 years of Administration/Accounts experience within a motor dealership with working
License
Must have at least 5 years of RECENT Admin/Accounts experience in a motor dealership
Must have
Drive, Kerridge, Autoline or similar.
A solid accounts background
Good knowledge of vehicle invoicing
telephone. To assist with filing, data capturing, accounts (debtors & creditors) PA work and assistance Office, PASTEL (highly preferable). Knowledge of accounting principles and procedures. Valid driver's license