Paraplanner / Admin Assistant for Financial

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...

**Designation**: Paraplanner | Somerset West, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 31 Oct 2023 **Reference Number**: POS37347 **Closing...

Specialist Marketing & Consulting Company looking to onboard an energetic, professional & engaged Admin Assistant. Flexibility required for a hybrid work solution, both in-person & remote working as well as availability (some weekend work expected for events). Travel is a required, local & national, valid drivers license and own car is a must. A natural...

An American company with local office seeks a admin assistant with execptional computer skills. Company culture is the top value. Space Automate is a data automation startup, growing quickly and current raising funding to double down on their success. Your role is varied and will most likely evolve with the company. You will be employee #4 with unlimited...

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...

Established recycling company based in Somerset West has a vacancy for a Financial Administrator with good accounting knowledge to provide support to the financial department **Responsibilities**: - Must have 3 years’ experience in a financial position - Overall administrative tasks related to the management of creditors and Debtors incl but not limited...

iStore is the home of everything Apple, and Africa’s largest Apple Premium Reseller. With a retail footprint of more than 30 physical and online stores across Africa that provide expert advice, Apple Authorised Repairs, Business, Education, training and technical support for anything and everything Apple. As an iStore Admin Assistant, you will support and...

My client, based in Somerset West, is an established concern within the financial services industry. They are seeking to employ an Administrative Assistant (Healthcare) who will report directly to one of the company members. admin assistant|financial services **Main purpose of the role**: The focus of the role is to provide quality service and maximize...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

**Duties and Responsibilities**: - Secretarial duties - Typing - Data Capturing - Stock Management - Invoices - Bookkeeping and reports - Debtors - Creditors - Ad-hoc -admin duties - Import documentation verifications - Job cards - Quotes - Sales of stock - Maintain order system daily - Advertising, communication and PR **Minimum Requirements** - Matric...

Well established national company based in Somerset West has a vacancy for a Financial Administrator with at least two years strong financial administration experience to join their team finance administrator|financial administrator|financial assistant **Requirements**: - Grade 12 with accounting will be an advantageous - Tertiary qualification in finance...

Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar role Knowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills) Fully bilingual (Afrikaans & English) Drivers license and own reliable...

lady required for admin work, despatch and receiving clerk, must have computer experience ,good telephone etiqutte and a peoples person, work monday to saturday **Salary**: From R4,500.00 per month Ability to commute/relocate: - Pretoria West, Gauteng: Reliably commute or planning to relocate before starting work (required) **Experience**: -...

accounting|accounts|creditors clerk|debtors clerk|finance|financial clerk The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and...

accounting|accounts|financial The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and relating...

Fast growing marketing agency requires Personal Assistant to the CEO. If you are organized, people orientated, have great attention to detail, and want to work with a fast growing marketing agency, then this may be fore you! Your role will include: - Answering the phone - Setting meetings - Running errands - Take meeting notes - Other admin & secretarial...

**Key Requirements**: - Strong computer literacy and competency - Ability to work effectively under pressure - Must have a keen eye for detail and maintain a high level of accuracy - Demonstrates professionalism and a service-oriented attitude - Bilingualism is an advantage - Must excel as a motivated team player - Be comfortable to greet people and...

An established technical company based in Somerset West has a vacancy for a vibrant, customer-oriented go-getter to assist with their service department **Responsibilities**: - Service-related call handling (receiving, logging, feedback and follow-up) - Service-related quoting and billing - Process supplier warranty claims - Supporting the Service Manager...

I have an exciting opportunity for a Financial Manager to join a growing logistics company based in Cape Town. The ideal individual will be an experienced Financial Manager, someone who is ambitious, detail focused and hands on. Responsibilities: Prepare budgets and yearly sales forecasts Report on variances from budget, reasons for variances Evaluate...