LISP and unit trusts, processing transfers for financial products, including Section 14, Section 42, and
Wellness programmes Human resource management Financial management Project management Education and training
LISP and unit trusts, processing transfers for financial products, including Section 14, Section 42, and
on site and in the office to meet the branch financial targets Matric or equivalent NQF qualification
Wellness programmes Human resource management Financial management Project management Education and training
studies/qualification advantageous Experience: • Financial sector experience (Banking, Insurance, Investments)
including cash accounts
Liaise with the financial manager on outstanding accounts and send out list
computer modelling Assessing the natural, technical, financial and safety risks associated with the phases of
e-filing Processing of bank statements Drafting of financial statements Review of various SARS returns Correspondence