to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
collections Proven experience in account reconciliation Basic understanding of bookkeeping and accounting Relevant
    :          Accounts
BASIC SALARYÂ Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â
information and obtaining accurate data. R20 000 basic pm | Stellenbosch (full time office based) | Perm
information and obtaining accurate data. R20 000 basic pm | Stellenbosch (full time office based) | Perm
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests