Financial Assistant

Assisting in maintaining an accurate record of client debts. - Liaising with customers to settle outstanding accounts and resolve financial discrepancies. - Assisting with the preparation and distribution of monthly invoices and account statements. - Debt age analysis - Coordinating with the Debtors Clerk to manage payment schedules. - Handling...

The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support. **Responsibilities**: - Generate and follow up iComply documentation and update CRM - Capturing of: - Monthly billing statements - Suspensions and reinstatements (including SMS communication to members) - Gap...

Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:...

CHOC is a non-profit organisation made up of caring, committed and passionate people who stand up for and support the well-being of children and teenagers diagnosed with cancer or life threatening blood disorders and their families, Develop, establish, and maintain parental and family support programmes through the supervision of the CHOC Houses in PMB and...

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

**JOB DESCRIPTION** - Ensure that all news assets are properly tagged and distributed to the relevant custodians - Ensure that each office has inventory list displayed conspicuously behind office doors - Completion of additions, movement and disposal form - Communicate with officials from various levels/ components/ units - Conduct asset verification -...

KwaZulu Natal, Pietermaritzburg - Monthly Cost To Company (Market related, Negotiable) To ensure a sound control system regarding asset management within company **JOB DESCRIPTION** - Ensure that all news assets are properly tagged and distributed to the relevant custodians - Ensure that each office has inventory list displayed conspicuously behind office...

The purpose of this role is to support the Marketing department in its primary and administrative duties. **Responsibilities**: Undertaking daily administrative tasks to ensure the functionality and coordination of the department’s activities Supporting marketing team in organizing various projects Assist in conducting market research and analyzing...

Our client, a people centered online business are looking for a Data Analyst to join their team. **Job overview**: - Analytical and solutions focused role - responsible for overall business reporting and analysis - Build and collate reports, presentations, dashboards, analyses and insights on all business facets and establish and enhance dynamic reporting...

Pronel Personnel Pietermaritzburg, South Africa Mid 5 to 10 years Cost to company Full Time **Skills**: - DataData AnalysisInformation SystemsInformation Technology (IT) **Industries**: - Information Technology (IT) **Description**: Our client, a people centered online business are looking for a Data Analyst to join their team. **Job...

Our client has an opportunity available for a Senior Specialist in Agricultural Advisory and Support based in Pietermaritzburg. **Requirements**: - A relevant 3-year qualification in Agriculture or an equivalent accreditation as a Valuator. - 5 years' experience in: - Agricultural Extension Services or - Agricultural Experience in a Co-op or similar...

Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

Our Client in Pietermaritzburg is looking for a New Vehicle Manager to join their team! **REQUIREMENTS**: Must have experience for high volume-based dealer. Previous New Car Sales Management a must. Minimum 5 years. Ability to formulate and implement sales strategy with involvement from DP Ability to maximize sales and profitability ensuring sales...

Are you ready to embark on a rewarding and enriching internship experience, with a one-of-a kind company? Are you a dynamic and exceptional individual ready to learn and discover countless learning opportunites growing with a team of exceptional professionals? Then Belgotex is looking for you! **Role Duties and Responsibilities**: - Assisting debtors’...

Job Overview: DUTIES AND RESPONSIBILITIES: Invoice Processing and Verification - Invoice Receipt: Receive, review, and process invoices from vendors, ensuring accuracy and compliance with company policies. - Verification: Verify the authenticity and validity of invoices, cross-referencing with purchase orders and receipts as needed. - Coding: Assign...

**Daily Marketing Activities** - Develops and maintains a keen understanding and working knowledge of the competitive environment to provide advice and counsel to the Staff, Managers and Directors which will ensure the firms competitive edge and ability to continually take market-share - Understands and markets the firms various service lines and increase...

Bookkeeping Responsibilities:Manage day-to-day accounting tasks using Pastel softwarePrepare monthly management accounts and reconciliations for two companiesHandle SARS submissions and compliance requirementsAssist in preparing for annual external auditsPerform banking functionsClient Admin Support:Process client applications, including electronic document...