closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
footprint across SA, the role of the Auditor is to assist the audit team with the execution of the project
footprint across SA, the role of the Auditor is to assist the audit team with the execution of the project
elsewhere, receipting. Manifest queries with POL Assist with handling rate queries with trade desk. Handling
elsewhere, receipting. Manifest queries with POL Assist with handling rate queries with trade desk. Handling
mid- and month-end. Prepare balance sheet recons. Assist with annual financial statements/notes for Group required. Prepare cash flow analysis and projections. Assist with audit year-end requirements. Prepare company
SAP and relevant systems. Assist with budget and forecast preparation. Assist with internal and external
journal entries, and monthly audit files
returns, journal entries, and monthly audit files Assist with fixed assets when necessary Perform forecasts and review new systems and procedures in finance Assist with month end procedures Review monthly income