Our client in the Financial Services sector, is looking for a Partner Assistant to support the Financial Planning Partner in providing high levels of client services to their clients.

The suitable candidate will take responsibility for:

• Client Services
• Liaison between the Financial Planner Partner and product providers
• Preparation of all review packs
• Operational Support
• Capturing client data on Xplan to create client records
• Ensure proper record keeping 
• Transition and Commission flows
• Administration relating to new business transactions
• General Office Management
• Marketing support

Requirements:

• FAIS and FICA knowledge required
• Microsoft Office knowledge
• Knowledge of Xplan would be advantageous
• Excellent verbal and written communication skills
• Passionate about client service
• Deadline driven
• Methodical, accurate and detail conscious

Responsibilities: 

•  Opening and closing accounts on Pastel
•  Reviewing payments 
•  Generating letters of demand for outstanding accounts
•  Filing requisitions and bank statements 
•  Assisting with wages 
•  Working alongside the bookkeeper
•  Interacting with clients regarding account queries 

Experience Required:

•  Minumum Grade 12 
•  Collections experience 
•  1-year in Debtors 
•  Computer literate 
•  Pastel experience is a benefit
•  Basic bookkeeping course

Please note that due to a high volume of applications, if you have not been contacted within 7-days, your application was unsuccessful. 

Calling all immediately available Junior Debtors and Creditors Clerks. Pastel Evolution is essential.

We have an exciting position available for a dynamic and creative Sales Representative for our client based in the KwaZulu Natal Midlands.

 Duties:

• Maintain a high level of customer service
• Build the brand of their exclusive product
• Increase sales to the market
• Identify potential customers in the market
• Oversee 3 sales agents
• Ensure management is regularly updated on sales activities, pipeline and pending deals

Requirements:

• Driver’s license
• Own transport and willing to travel
• Strong sales ability
• Target driven
• Self-motivated
• Time management, manage own diary effectively

BOOKKEEPER - PIETERMARITZBURG 

Seeking an experienced Senior Bookkeeper to balance sheet who has worked on intercompany accounts. 

The successful candidate will be required to:

• Produce management reports
• Have a strong financial acumen
• Do payroll for 30 staff members on Pastel Express/Pastel Payroll 
• SARS submissions 

Please note that if you have not been contacted within 14-days, your application was unsuccessful.