the teams and office administrators Supervising staff in execution of day to day activities Overseeing client/regulatory requirements Risk and compliance control. Skills and requirements: 5 or more years of marketing: 5 years (Required) Training, managing, and reporting: 5 years (Required) Company process and and policies: 5 years (Required) Job Type: Full-time Salary: R15 000,00 - R20 000,00 per month
join their team. Must have: CA/SA plus 2-3 years staff management experience post articles Experience in
financial reporting, billing and forecasting requirements are met on time and in accordance with company strong relationship with the client (operational staff) and gaining a basic understanding of their business
organization, ensuring compliance with all regulatory requirements and company policies. The successful candidate ensure timely resolution Supervise and mentor audit staff, providing guidance and support as needed Stay current
work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification changes required to client accounts, trading accounts disbursements etc. Engage and manage other staff engagement 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
Review and update of the bonus philosophy which may require creating new bonus smoothing formulae; Building implementation of statutory and contractual requirements for retail discretionary participation business; technical queries; and Managing a small team. This requires delegation, review and analysis of work, and ensuring ensuring appropriate development opportunities for staff Qualifications: Qualified or nearly qualified actuary;
Review and update of the bonus philosophy which may require creating new bonus smoothing formulae; Building implementation of statutory and contractual requirements for retail discretionary participation business; technical queries; and Managing a small team. This requires delegation, review and analysis of work, and ensuring ensuring appropriate development opportunities for staff Qualifications: Qualified or nearly qualified actuary;
work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification changes required to client accounts, trading accounts disbursements etc. Engage and manage other staff engagement 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
work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification changes required to client accounts, trading accounts disbursements etc. Engage and manage other staff engagement 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
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 Bookkeeper (CB) designation preferred but not required. Additional relevant certifications (e.g., CPA)