Managing customer enquiries and account disputes Matric Certificate Excellent communication skills with the ability
available throughout the Cape Town area Minimum requirements: Matric Diploma 2 – 3 years relevant experience
business and underwriting administration. Minimum Requirements: 2 years of relevant life insurance policy medical using Scanned CVs, no supporting documentation is required at this point, this will be requested later. IMPORTANT: All are considered based on requirements. Job specifics: Requirements mirror advertisement, duties may for client needs. Fair process: Fair assessment, only shortlisted candidates contacted due to volume. Recruitment. We assist in the employment process ONLY. Applicant Responsibility: Upon applying, confirmation
independent financial planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans
independent financial planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans
profit and loss statements, and other reports as required by management. Compliance: Ensure compliance with with federal, state, and local legal requirements. Keep informed about changes in tax and deduction laws Auditing: Prepare for and assist in audits. Generate required documentation for audits and collaborate with filing, data entry, and general office duties. Requirements: Proficiency in Xero is essential Proficiency designation preferred but not required. Additional relevant certifications (e.g., CPA) are a plus. The
profit and loss statements, and other reports as required by management.
Compliance:
Requirements:
The
reasonable task required by the company. Key requirements: Tertiary degree/diploma/certificate in Finance/Accounting own transport to travel to and from clients as required. Thank you for applying with RareCruit Follow
reasonable task required by the company. Key requirements: Tertiary degree/diploma/certificate in Finance/Accounting own transport to travel to and from clients as required. Thank you for applying with RareCruit Follow
Manager to join their dynamic team in Cape Town. Only candidates from the financial service will be considered work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification investment accounts and help implement any changes required to client accounts, trading accounts disbursements obtain investment statements and tax information as required. Validate all types of instructions processed Client Care documents and business documents to required standards for submissions. Ensure client interactions