Search Results: 7 vacancies
...providing support to the Finance Lead. Key Responsibilities 1 Debtors
~ Match all client fees received per bank statements, to the CRM system.
~ Invoice and receipt client fees on accounting system and ensure it accurately syncs with CRM system.
~“Manual” customer...
Finovate People
Hermanus, Western Cape
17 days ago
...experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
Salesforce CRM knowledge and/or experience.
Knowledge of Tax and associated services.
Excellent communications skills, verbal & written (Afrikaans...
Finovate People
Hermanus, Western Cape
16 days ago
...experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
Salesforce CRM knowledge and/or experience.
Knowledge of Tax Emigration and associated services
This is an in-office, fixed 12 month contract...
Finovate People
Hermanus, Western Cape
16 days ago
...Responsibilities:
Debtors:
Manage debtors and ensure timely collection of outstanding fees.
Reconcile client fees received with the CRM system.
Invoice and receipt client fees accurately on the accounting system.
Address discrepancies in receipts not reflected in...
AF Consulting
Hermanus, Western Cape
17 days ago
...quarterly factsheets
Build and maintain financial models to analyse client portfolios
Systems
Assist with the implementation of CRM system and maintain user access and capabilities
Assist with data verification in IRESS
Maintain IRESS to do list and minute...
Finovate People
Hermanus, Western Cape
13 days ago
R 30,000 per month
...knowledge - Familiar and proficient with MS Office (Outlook, Word and Excel). Sound understanding and proficiency with the employer’s CRM system (Salesforce).
• Product knowledge - Advanced knowledge of the products and/or services the employer offers to their customers...
Code Red Recruitment
Hermanus, Western Cape
9 days ago
R 30,000 per month
...experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
• Salesforce CRM knowledge and/or experience.
• Knowledge of Tax Emigration and associated services.
• Excellent communications skills, verbal & written...
Code Red Recruitment
Hermanus, Western Cape
16 days ago
