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Training Provided%2c Data Entry Clerk Jobs in Ysterplaat, Western Cape

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Compliance Administrator

Ysterplaat  Market related

for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers

  • Maintaining and Administering the Representative Managers
  • Ensuring all New Wealth Managersare provided with a "Starter Pack" (e.gRep Disclosures sting new Para-planners with pre-checking and training on Client Advice Records
  • Assisting terms terms of business with various Product Providers
  • Assisting re-allocation of clients when a Private


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  • Compliance Administrator Ysterplaat

     Ca Financial AppointmentsYsterplaat

    for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Manager with complaint investigation and resolution Data analysis for the purpose of resolution to investigations


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    Compliance Administrator Market Related

     Ca Financial AppointmentsYsterplaat

    for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Manager with complaint investigation and resolution Data analysis for the purpose of resolution to investigations


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    Compliance Officer

    Ysterplaat  Market related

    identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers

  • Maintaining and Administering the Representative Managers
  • Ensuring all New Wealth Managersare provided with a "Starter Pack" (e.gRep Disclosures contracts including terms of business with various providers
  • Ongoing compliance monitoring and onboarding


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  • Compliance Officer Market Related

     Ca Financial AppointmentsYsterplaat

    identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks


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    Compliance Officer Ysterplaat

     Ca Financial AppointmentsYsterplaat

    identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks


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    Finance Manager

    Ysterplaat  Market related

    analysis

  • Finance business partner to the GM, providing financial data and insights for decision-making purp


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  • Fp&a Analyst

    Ysterplaat  Market related

    stakeholders

  • Support strategic planning initiatives by providing financial insights and recommendations
  • Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes
  • Conduct problem-solving skills, with the ability to translate data into actionable insights
  • Excellent communication


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  • Fp&a Analyst Ysterplaat

     Ca Financial AppointmentsYsterplaat

    stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes problem-solving skills, with the ability to translate data into actionable insights Excellent communication


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    Fp&a Analyst Market Related

     Ca Financial AppointmentsYsterplaat

    stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes problem-solving skills, with the ability to translate data into actionable insights Excellent communication


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