Leading the way down the path to financial security. Assisting people to manage their wealth holistically
multiple companies within the group as well as assisting with admin requests in the interest of the organisation requested by the finance team on a regular basis. Assisting with financial reporting to managers and senior related tasks within the company. Various day to day office admin duties. Data capturing of spreadsheets. Matric companies in a Head Office setting. Strong IT skills, proficient in Excel, Microsoft Office. Experience working
multiple companies within the group as well as assisting with admin requests in the interest of the organisation spreadsheets as requested by the finance team regularly. Assisting with financial reporting to managers and senior requested by the manager. ADMIN Various day-to-day office admin duties. Data capturing of spreadsheets. SKILLS companies in a Head Office setting. Strong IT skills, proficient in Excel, and Microsoft Office. Experience working
multiple companies within the group as well as assisting with admin requests in the interest of the organisation requested by the finance team regularly.
ADMIN
multiple companies within the group as well as assisting with admin requests in the interest of the organisation requested by the finance team on a regular
SKILLS
ce in working for multiple companies in a Head Office
balance sheet Pay invoices and maintain ledgers Assist with budget preparations Receive, approve, and/or decline client invoices Keep track of client assets. Assist accountants with tax return preparation Code payables Provide inventory support, including maintaining office materials and supplies Receive requests for materials Bachelor Degree / BTech / Diploma Advanced user in MS Office: Word, Excel, PowerPoint and Outlook Advanced working
products and service offering Create interest and secure financial planning meetings with prospects/clients transport Knowledge of XPlan (or similar) Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams,
products and service offering Create interest and secure financial planning meetings with prospects/clients transport Knowledge of XPlan (or similar) Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams,
fund), capable of advising (basic advice) and assisting new employees in this regard – E-filing/ Easy reporting purposes – Some tax knowledge – able to assist with calculation of leave pay, severance pay, calculation and junior staff) in a professional/ corporate office environment – In this role Payroll aspects most
handling procedures are followed accurately and securely. • Manage data capture processes, including goods Comply with requests from group management and assist with tasks outside of the ordinary day-to-day roles