Westville. Duties include but not limited to: Journal Entries – provisions, accruals, depreciation Capital management
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems and KPIs All client records
Requirements and skills: Matric Finance Degree (tertiary level) Able to handle great amounts of work and handle
needs to be done. Order products based on stock levels Check bulk paper stock is balancing Order bills needs to be done. Order products based on stock levels Check bulk paper stock is balancing Order bills
top-notch coaching to take your career to the next level Competitive commission structure Recognition programs
top-notch coaching to take your career to the next level Competitive commission structure Recognition programs