rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment report back on any events from the previous day (Management Meetings, Results Presentations, Information
as TERS, WCA Working closely with the Financial Manager, the Financial Assistant must have the following:
on Accounting software Preparation of monthly management accounts to Trial Balance Processing of Payroll
day fund administration and support to Account Managers.
day fund administration and support to Account Managers.
good understanding of accounting principles, Management accounting, ability to deal directly with clients
good understanding of accounting principles, Management accounting, ability to deal directly with clients
Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal financial plan. Proffer recommendations on cash management, investment choice, and insurance coverage. Carry Tenacity Effective planning, organizing and time management skills Benefits: Lucrative commission structure
Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal financial plan. Proffer recommendations on cash management, investment choice, and insurance coverage. Carry Tenacity Effective planning, organizing and time management skills Benefits: Lucrative commission structure
support the Financial Team and relevant operations Manager. This position is based in Merrivale, Kwazulu Natal through a process systematically • Excellent time management skills – ability to effect productive work systems • IQ experience (ad advantage) • Assisting the manager in the day to day running of the shop • Grade 12