2 Other Finance/Accounting jobs in Bedfordview on Job Mail

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SAICA Trainee's needed

R8 000,00 - R9 000,00

PER MONTH

Bedfordview

26 June 2022

Recruiter PRR Recruitment Services

Financial Planning Partner Assistant

Bedfordview

26 June 2022

Employer Headhunters

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SAICA Trainee's needed

PRR Recruitment Services Sunday, 26 June 2022 32

Finance/Accounting - Other Finance/Accounting

Bedfordview

FULL TIME

R8 000,00 - R9 000,00 (PER MONTH)

Job Specification
Company
Reference Number 3415986891

Job Summary

Have you recently completed your BComm Accountancy or busy with last year.

Own transport and Drivers is a must.

will be doing consulting with clients.

Send your CV to marinda@prrrecruitment.co.za

with relevant transcripts and CV

PRR Recruitment Services

Recruiter

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Financial Planning Partner Assistant

Headhunters Sunday, 26 June 2022 1

Finance/Accounting - Other Finance/Accounting

Bedfordview

FULL TIME

Job Specification
Company
Reference Number 2451010633

Job Summary

Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.

Requirements:

Qualification in investments/financial planning/business management would be an advantage.
2-4 years experience in a client services environment.
At least 5 years of experience in the financial services industry.
Knowledge of the Financial Services Industry.
FAIS and FICA knowledge required.
Computer literacy: Microsoft Office, xPlan would be an advantage.
Excellent verbal and written communication skills.
Customer centricity – passionate about client service.
Excellent organizing and planning ability.
Deadline driven.
Relationship management skills.
Proactive and resourceful.
Resilient under pressure.
Ability to multi-task.
Methodical, accurate, and detail conscious.
Maintains confidentiality.

Duties and Responsibilities include, but are not limited to:

Client Services:
Capturing of client demographic data on relevant client management tools.
Operational Support:
Client Records
Transition and Commission flows.
New Business and Commission flows.
General Office Management.
Marketing Support:
Regional event assistance and organization of smaller client events -booking venues, RSVP management, event management, etc. Representing the business at client events where required.
Office Management:
Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management, etc.

Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.

Headhunters

Company

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2 Other Finance/Accounting jobs in Bedfordview on Job Mail

SAICA Trainee's needed

Job Summary

Financial Planning Partner Assistant

Job Summary

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