...customized tax strategies for clients based on their specific needs, goals, and financial circumstances. This may involve recommending investment options, entity structures, or other tax-saving strategies.
Client Relationship Management : Building and maintaining strong...
...financial reports and interpret financial information to managerial staff while recommending further courses of action.
Advise on investment options.
Develop trends and projections for the group’s finances.
Conduct reviews and evaluations for cost-reduction...
...helping our employees to realise their worth.
Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and...
...Dental, Vision, Tele-med, Life, STD, LTD, LAP (Life Assistance Program)
~Retirement Planning: 401K (50% in match up to your first 6% investment), Roth, or both
~Home Loan Program: A zero-interest housing loan program to help you purchase a home.
~Working Advantage: Cost-...
...helping our employees to realise their worth.
Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and...
...client reports.
Administrative duties.
Full bookkeeping and accounting function up to trial balance, including debtors, creditors, bank, petty cash, journals, etc.
Handling of VAT and PAYE reviews.
Invoicing and debtors collection.
IRP5 calculations,...
...and processes
Responsibilities:
Efficient processing of invoices and reconciliations of statements
Processing of payments
Bank reconciliations
Loading new supplier information
Requesting municipal invoices
Handling salary administration
Benefits...
...statements.
- Compilation of financial statements.
- Independent review of financial statements.
- Processing of invoices and bank transactions.
- Reconciliation of bank accounts.
- Reconciliation of debtors and creditors.
- Preparation of year to date VAT...
...beneficial
Responsibilities:
Efficient processing of invoices and reconciliations of statements
Processing of payments
Bank reconciliations
Loading new supplier information
Requesting municipal invoices
Handling salary administration
Benefits...
...internal security is kept at a maximum level in accordance with company policies and procedures.
Ensure adherence to cash handling and banking procedures.
Ensure that store management is aware of company policies and procedures and implement company programmes initiated...
...Responsibilities:
Take over the financial aspects of vehicle transactions from the Sales Executives
Submit applications to the banks
Effectively manages the processing of finance applications and maximize profitability for the dealer in placing the business at...
...financial transactions, including accounts payable, accounts receivable, payroll processing, and general ledger entries.
Reconcile bank statements and ensure accuracy of financial data.
Prepare financial reports, including monthly, quarterly, and annual statements....
Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R151 billion, we offer a comprehensive...
...helping our employees to realise their worth.
Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and...
...out correctly and efficiently.
Oversee the store s finances: ensure control sheets are completed for every shift change & that banking is done daily.
Perform daily cash reconciliation checks.
Requirements
Essential: Matric certificate
Preferred: Tertiary...
...helping our employees to realise their worth.
Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and...
...as well as in administrative tasks.
Excellent customer service skills.
Knowledgeable in payment procedures (e.g. cash, cheque, bank card, credit cards, coupons, vouchers).
Knowledge of supply chain and merchandising standards and principles.
Knowledgeable of...