clients' financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives their financial data to understand if life or economic changes are necessary to reach their financial
clients' financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives their financial data to understand if life or economic changes are necessary to reach their financial
ate degree/ NQF Level 8 equivalent qualification in (Finance, Investment, Economics, Computer Science
Results, Confidentiality, Time
Management, Data Entry
* Clean Criminal & Credit record - will
Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Regulatory Awareness: Stay updated with regulatory and economic changes and assess their impact on client portfolios investment concepts clearly to clients with varying levels of understanding. Tailored Advice: Customize investment meet the diverse objectives and sophistication levels of clients. Team Collaboration: Contribute to team Education: Relevant bachelor's degree in Finance, Economics, or Actuarial Science (Honors preferred). Advanced
Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal ng> Relevant bachelor’s degree in Finance, Economics, or Actuarial Science (Honors preferred). Advanced Awareness: Stay updated with regulatory and economic changes and assess their impact on client portfolios investment concepts clearly to clients with varying levels of understanding.
aspects of financial accounting, including journal entries, reconciliations, and financial statement preparation
information effectively to stakeholders at all levels.
Qualifications:
managing accounting software, making journal entries, and assisting with finance-related activities and practices
transactions in the accounting system, ensuring all entries are properly documented and coded.
journal entries for all receipts, payments, and other financial transactions Posting journal entries to ledger