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31.03.2024
Senior Administrator
Somerset West
... providers;Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - ...
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Helderberg Personnel
31.03.2024
Senior Administrator Somerset West
Somerset West
... providers;Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - ...
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Helderberg Personnel
31.03.2024
Trust Officer Somerset West
Somerset West
... propriately store/input and reference all client documentation within the document management system and administration systemEnsure we meet CDD requirements for all members, reviewing files as and when required as per our policy.Record all client financial transactions, this includes ...
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Helderberg Personnel
31.03.2024
Junior Software Support Somerset West
Somerset West
... property industry with migrating their data onto property specific software.Processing of financial data for migration purposes to in house client specific accounting systemTo interpret, process and analyze the Data MigrationProvide Support and Training to clients. (Software training will be ...
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Helderberg Personnel
31.03.2024
HR Officer / Office Manager
Somerset West
... process, sourcing and interviewing potential candidates. Prepare contracts and onboarding for new recruits, including the induction and probation processes. Responsible for the employee offboarding process. Assist with performance management, development plans and career progression. Understand ...
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Helderberg Personnel
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