leads are contacted and followed up within the company's set time lines Maintenance, reconciliation and Specialist team as per company's set guidelines Full and proper use of the company's CRM package XPlan Checking to complete a deal Understanding of company products Ensure company is always compliant with the regulations circumstances Achievement of targets set by the company and it's targets and deliverables Knowledge and learning ability to understand and grasp the company's business model and the products and services offered
clients and as such maintain and increase the Company's market share in the areas of Funds Under Management leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making clients in terms of their queries. Ensure that the Company is always compliant with regards to the regulations administration is completely compliant as per the Company's and the FSB's guidelines as well as handling termination
clients and as such maintain and increase the Company's market share in the areas of Funds Under Management leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making clients in terms of their queries. Ensure that the Company is always compliant with regards to the regulations administration is completely compliant as per the Company's and the FSB's guidelines as well as handling termination
Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship
provide full accounting service offerings to the company's clients. The ideal candidate will be meticulous balance Drafting of annual financial statements for companies, trusts, and sole proprietors on CaseWare Provide submit income tax returns for individuals and companies, VAT returns for sole proprietors, and trusts trusts Prepare VAT returns for sole proprietors, companies and trusts Competent to attend to all SARS correspondence
provide full accounting service offerings to the company's clients. The ideal candidate will be meticulous balance Drafting of annual financial statements for companies, trusts, and sole proprietors on CaseWare Provide submit income tax returns for individuals and companies, VAT returns for sole proprietors, and trusts trusts Prepare VAT returns for sole proprietors, companies and trusts Competent to attend to all SARS correspondence
Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship
service to all clients and as such increase the Company's market share in the area of Funds Under Management leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and Specialist team as per the Company's set guidelines. Full and proper use of the Company's CRM package, XPlan Understanding all product offerings. Ensure that the Company is always compliant with regards to the regulations administration is completely compliant as per the Company's and the FSCA's guidelines as well as handling
service to all clients and as such increase the Company's market share in the area of Funds Under Management leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and Specialist team as per the Company's set guidelines. Full and proper use of the Company's CRM package, XPlan Understanding all product offerings. Ensure that the Company is always compliant with regards to the regulations administration is completely compliant as per the Company's and the FSCA's guidelines as well as handling
individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and requirements to complete any deal. Ensure that the Company is always compliant with regards to the regulations planning. Class of Business training completed as per Company and FSCA requirements. Has been licensed for the