Job Description
Documentation Processing
– Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.
– Coordinate and produce annual reviews incl. reports etc.
– Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.
Personal Effectiveness
– Accountable for service delivery and take ownership through own efforts of all aspects of the job.
– Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance).
– Collaborates and networks effectively with others to achieve results.
Quality Assurance
– Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.
– Passionate and committed to service excellence and embrace a culture of exceptional performance.
Relationship Building
– Build strong partnerships with staff from various suppliers.
– Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.
Knowledge and Skills
IT / Systems:
– Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).
– Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.
– Adequate typing speed.
Competencies
– Detail- and task orientation & Effective multi-tasking.
– Proactive problem-solving ability, planning and organizing.
– Sound communication skills (written, email and phone).
– Building efficient relationships to accomplish objectives of role.
– Information Monitoring, Initiating Action &Ownership.
Requirements:
– Grade 12, other diploma or degree will be advantages.
– Afrikaans and English very important, a lot of clients are Afrikaans clients as well.
– Previous exposure to dealing with and assisting clients in terms of a financial planning is important.
– Own transport and a valid driver’s license.
– Fully bilingual Afrikaans and English (read, write & speak).
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Keep track of all your job applications in a spreadsheet, including company names and application dates.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Pretoria: Commercial Underwriter || posted by Hire Resolve
An established and reputable insurance company is seeking a Senior Commercial Underwriter to join their dynamic team. The successful candidate…
View JobPretoria: Commercial Underwriter || posted by Hire Resolve
An established and reputable insurance company is seeking a Senior Commercial Underwriter to join their dynamic team. The successful candidate…
View JobKloof: Software Developer posted by Hire Resolve
A technology and innovation-based company that provides high-performance solutions for productivity, energy, and emissions management, is seeking a Senior...
View JobPretoria: Senior Portfolio Manager posted by Hire Resolve
Executive Career Opportunity: Senior Portfolio ManagerLocation: Pretoria, Gauteng Industry: Financial Services / Investment Management Career Level: Senior...
View JobJohannesburg North: Executive Assistant (Mandarin speaking) posted by Network Finance
Our client is a multinational mining conglomerate based in Johannesburg North, operating across international markets with global leadership teams. They…
View JobMiddelburg: Sales Representative posted by Hire Resolve
A leading FMCG manufacturer in the hygiene and tissue products sector is looking for an experienced Sales Representative with strong…
View Job
Browse Employers
Job Alerts