Harvard House Group is founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

We are currently looking for a financially astute, graduate who is hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients who are seeking the Group’s expertise.

This is a salaried role with incentives, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development. This includes the ability to network, generate your own leads and referrals, engage with prospective clients from leads generated by the marketing team and various departments, onboard and retain existing clients.

If you have a financial background, a passion for helping people, identify with our Values and Mission Statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job Description:

1. To establish and maintain long term relationships with clients providing comprehensive financial solutions according to client needs.
2. Build and manage a book of both existing and referred clients.
3. Perform annual reviews and handle client queries.
4. Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.
5. Prepare Investment Proposals, meet with prospective clients and present a financial plan.
6. Perform all necessary administrative duties associated with the above.
7. Continuously broaden your knowledge base and to keep up to date technically by researching current trends.
8. Be part of a team dynamic that strives for excellent customer service, sound and practical advice.
9. Grow economic, financial, legal, technical and tax knowledge to assess and advise portfolio clients on a broad range of financial issues and solutions.
10. Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified Financial Planner (CFP) under-graduate Diploma in Financial Planning.
    
    

Requirements:

1. An undergraduate Degree, preferably with a Financial bias.
2. Financial acumen.
3. Good working knowledge of Word, Excel and Outlook.
4. Good people skills, attention to detail and good time management abilities.
5. Good written and verbal communication skills.
6. Good problem-solving skills and the ability to work independently.
7. A hunger to learn and grow professionally facilitated through a formal Mentorship Progra

Harvard House is looking for a Bookkeeper to join their Accounting and Tax team.

Job Description:

1. Full bookkeeping function from source documents and statements to bank reconciliations to processing of journals to management accounts for a list of clients.
2. Taking full responsibility for a list of monthly clients (VAT, PAYE, UIF and SDL) and managing the processing and preparation thereof to meet the various SARS and internal deadlines.
3. Taking full responsibility for a list of accounting investment clients and managing the monthly processing thereof to meet the various SARS and internal deadlines.
4. Keeping up to date with changes in the VAT Act and other relevant legislation
5. Assisting annual accounting clients with various bookkeeping and processing needs ad hoc.
6. Taking full responsibility for the completion and submission of the EMP501 declarations on e@syFile and managing the workflow thereof to meet the SARS deadlines.
7. Updating and maintaining the Greatsoft CRM system (accounting software) for the addition of clients, deletion of clients, changes to client details, disbursements, write-offs and other ad hoc updates.
8. Keeping a weekly timesheet to record time.
   
   

Skills and competencies required:

1. Willingness to learn
2. Planning and organisation skills are essential
3. Must be flexible, able to multi-task and be able to handle requests for work from multiple people
4. Systematic and methodical
5. Excellent attention to detail and accuracy in financial record-keeping
6. Ability to work independently
7. Ability to work accurately under pressure and meet deadlines
8. Ability to follow admin procedures and enjoy dealing with various client databases and forms of documentation
9. Excellent verbal and written communication skills to engage with partners, managers, staff and clients
10. Proficiency in using accounting software (QuickBooks and Sage Pastel)
11. Strong working knowledge of the Microsoft Office Suite (Excel, Word, Outlook)
12. Strong working knowledge of VAT and what can be claimed and when
13. A knowledge of the SARS eFiling system and e@syFile system would be beneficial
    
    

Personality Traits:

1. Reliable
2. Must take initiative and take responsibility for own work
3. Of sober habits
4. A team player is essential
5. Lateral thinker
6. Someone who can work on their own and part of a team
7. Integrity, confidentiality and professionalism are essential traits.
8. A calm personality that will function in an open plan and multi-cultural office environment i.e. be aware of and considerate to others
   
   

Requirements:

1. Matric
2. Diploma in bookkeeping or the equivalent thereof
3. Minimum of 3 years’ relevant experience as a bookkeeper
4. Experience in an accounting firm would be preferable