Qualifications:
Certificate
Requirements: Matric Certificate Able to work on Microsoft Excel Working knowledge of V-Look up Responsibilities:
Analyst will be responsible for fund research and general investment research, client service and investment publications, presentations within the business and general administration.
Key outcomes
beneficial but not essential update and maintain the general ledger
Reconciliation of entries into the
/>Maintain the trial balance, by a reconciliation of general ledgers
Account reconciliation to assert the
local laws to comply with reporting requirements, General Filing, Cosec filing and liaising with Secretarial
beneficial but not essential update and maintain the general ledger
Reconciliation of entries into the
/>Maintain the trial balance, by a reconciliation of general ledgers
Account reconciliation to assert the
environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice skills, especially excel.
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial summarise and analyse new client information/data. Working with the Financial Planner to develop strategy drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial summarise and analyse new client information/data. Working with the Financial Planner to develop strategy drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial
departments Daily customer, client and supplier liaison General admin Minimum requirements: Matric essential Some diploma advantageous Minimum of 5 years financial work experience with strong debtors/creditors background
customer, client and supplier liaison
Minimum requirements: