post holder will liaise with financial advisors, investment companies, clients, and business partners, as accurately and in accordance with our Service Level Agreements (SLA). Remain abreast of pension and client financial transactions, this includes investments, transfers, benefit payments, statutory payments skills. A proven ability to communicate at all levels, both in writing and verbally. An aptitude for
Reference: SW004644-AM-1 Our client, an investment firm with with offices in Somerset West and the UK Responsibilities include: To provide exemplary levels of professional accountancy skills to ensure the personnel Lead the accounting function for a range of investment products and trusts Remain abreast of changes successful team. A proven ability to communicate at all levels, both in writing and verbally Able to form relationships relationships and influence decisions at all levels of the business. Strong commercial acumen and understanding
Maintain contact with assigned customer accounts Data entry and management of all assigned customer orders, interpersonal skills Ability to work at a very detailed level
SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West, is seeking information; Preparation of the necessary presentations, investment summaries and documentation for client review both hardcopies and electronically. Ensure that investments and assets under management and the recording
SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West, is seeking information; Preparation of the necessary presentations, investment summaries and documentation for client review both hardcopies and electronically. Ensure that investments and assets under management and the recording
Prepare asset, liability, and capital account entries by compiling and analyzing account information
there is enough liquidity to cover expenses and to invest excess funds efficiently Tax Compliance: - Ensuring
essential 5 – 10 years' experience at a senior level in Operations, Logistics, Manufacturing and Procurement Planning) Sales Forecast from Retail and Bulk Stock levels and Strategic minimum stock Supplier lead times
essential 5 – 10 years' experience at a senior level in Operations, Logistics, Manufacturing and Procurement Planning) Sales Forecast from Retail and Bulk Stock levels and Strategic minimum stock Supplier lead times
reports, including sales performance, inventory levels, and customer analytics. Provide regular updates Order and Inventory Management: Monitor inventory levels, coordinate with suppliers for timely replenishment replenishment, and track shipments. Ensure accurate stock levels and assist in resolving any discrepancies. Coordinate