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
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
ensuring their constant professional growth, and assisting them in the execution of their duties where necessary
· Address all special margin queries urgently · Assist with monthly ID Bank audit ADHOC DUTIES & OTHER Resolved any cashbook queries raised immediately · Assist with the admin roles during Branch stock takes
automated ordering is not available be willing to assist with loading of customer
sales orders/invoices
Preparation of monthly operational reporting Assisting with monthly forecasting Assemble and summarize
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
manager • Ensuring production is backflushed daily-assist with backflushing as and when required • Determining simultaneously • Regularly review age analysis • Assist in collecting overdue amounts • Authorize debtors'