Financial Advice Assistant

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. **Responsibilities**: - Assist the Financial Manager in daily tasks like: - Reconcile various bank accounts - Various other recons (for example software subscriptions) - Update of fixed asset...

Well established company based in the outskirts of Somerset West has a vacancy for an Accounts Clerk / Financial Assistant with at least 2 years financial experience. An debtors clerk|financial assistant **Requirements**: - Grade 12 - A post-matric qualification in finance will be an advantage - Own transport - Computer literate (MS Excel essential) -...

**About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

**Key Responsibilities**: - Provide administrative support to the Finance Executive, including managing calendars, scheduling meetings, and booking travel arrangements. - Manage diaries for the Finance Executive and other members of the Finance Team, ensuring effective time management and coordination of meetings and appointments. - Assist in processing...

Key Responsibilities: - Client Support: - Provide information on financial services, claims processes, and assist clients in completing forms or handling account-related matters. - Manage client communications professionally and ensure all needs are met. - Administrative Support: - Assist the Financial Adviser in preparing and managing client portfolios,...

**Financial Officer** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer** - Ref.Nr.: - **ZA00469** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR **The Financial officer** is responsible for the full creditors administration, including...

Job Title: Chief Financial Officer AssistantJob Overview:We are seeking a highly skilled and experienced Chief Financial Officer Assistant to join our team at Arvo, a rapidly growing South African software company specializing in property management solutions.Key Responsibilities:Maintain accurate financial records and documentation.Update and maintain...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...

accounts|assistant to financial manager|cashbook|junior bookkeeper Duties including but not limited to: - Capturing of bank statements, bond accounts, interest schedules - Capturing supplier and customer invoices - General bookkeeping - Reconciliation of bank accounts, statements and invoices - Reconciliation of debtors and creditors - General...

commercial assistant|financial assistant Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor acounts receivable and payable. Duties continued: - Coordinate billing and inventory control for all assigned loads - Maintain contact with assigned customer accounts - Data...

**Financial Officer - Creditors** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer - Creditors** - Ref.Nr.: - **ZA00472** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR The **Financial Officer **is responsible for the full Accounts...

### Job Advertisement: Sales Assistant at Studio 47 **Position**: Sales Assistant **Location**: Somerset West **Company**: Studio 47 **Key Responsibilities**: - Assisting customers with fabric selection and purchases - Providing expert advice on fabric types, usage, and care - Maintaining the presentation and organization of the shop - Supporting the...

Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. Ideally we are looking for a young individual that is studying parttime, but would like to earn a basic salary in the meanwhile. **Responsibilities**: - Assist the Financial Manager in daily...

### Job Advertisement: Sales Assistant at Studio 47 **Position**: Sales Assistant **Location**: Somerset West **Company**: Studio 47 **Key Responsibilities**: - Assisting customers with fabric selection and purchases - Providing expert advice on fabric types, usage, and care - Maintaining the presentation and organization of the shop - Supporting the...

WHAT WE ARE LOOKING FOR **The financial officer** is responsible for the full creditors administration, including capturing of invoices - three way matching with order, delivery notes and invoice. creditor’s reconciliations and payment processing in accordance to agreed payment terms. - Payment and administration of suppliers (check invoice for VAT...

Job Summary">This role involves performing debtor and creditor reconciliations to ensure financial accuracy, as well as assisting with cash flow forecasting and management.">About the Role">We are seeking a highly skilled Financial Clerk to join our team in the Helderberg area. As a key member of our finance department, you will be responsible for performing...