Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
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insured values, etc – Process and Implement instructions from clients in respect of: Switches, Repurchases proposals for, and implementation of new business instructions from clients in association with relevant Wealth
receivable close. Review all manual billing instructions for completeness and accuracy. Ensure the timeous
potential to grow and expand business. Application Instruction: Only applicants that reach the minimum requirements
organization towards a promising horizon. As per client instruction, the name of our organization, sector and industry
Accountant (CPA) or Chartered Accountant (CA) designation
and a full range of services, including planning, design, and project implementation management. This is ensuring accuracy of ledger. Any other duties designated to you by management. Creditors Supervision Supervise
or a related field; Master's degree or CFA designation preferred Minimum of 5 years of experience in