requires the services of a Ta Commpliance Officer in their offices Individuals: Completion of Tax Schedules
working hours Training and development (product, systems, and sales). You will receive training from professional as well as your Manager and will therefore get training from someone who has experienced the industry
working hours Training and development (product, systems, and sales). You will receive training from professional as well as your Manager and will therefore get training from someone who has experienced the industry
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all all remedial actions from the compliance officer timeously Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all all remedial actions from the compliance officer timeously Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
Reviews
Complete the necessary training on the Companys preferred financial planning tools
Be present in all compliance officer meetings with your Financial Planner.
Address
/>Address all remedial actions from the compliance officer timeously
Operational support
/>Competencies
Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
reasonable travelling distance of Kloof as this is an office based position. Xero accounting software certification
you. We offer a defined career path, the best training in the industry, mentorship and on-going support
suitable candidate. This position is full time and office based.
advantage At least 2 years' experience is essential MS Office (Especially Excel) – must be competent - ESSENTIAL