investment purchase transactions, setting-up and capturing of investments on the relevant accounting system distributions / sales proceeds receivable and capturing of these on the relevant accounting system, preparation differences, performing daily cash management, capturing daily cash movements as well as trades and updating
investment purchase transactions, setting-up and capturing of investments on the relevant accounting system distributions / sales proceeds receivable and capturing of these on the relevant accounting system, preparation differences, performing daily cash management, capturing daily cash movements as well as trades and updating
You've gained experience doing manager research and you're keen to join a business where you can directly You'll be responsible for managing performance data, conducting detailed reporting and analysis, and CIPM certification. You need at least 3 years of experience in an Analyst role where you have done manager
You've gained experience doing manager research and you're keen to join a business where you can directly You'll be responsible for managing performance data, conducting detailed reporting and analysis, and CIPM certification. You need at least 3 years of experience in an Analyst role where you have done manager
You need to have gained no less than 2 years' experience in financial planning administration or as a to detail are essential due to the reporting and data you'll be working with. Being fluent in Afrikaans
You need to have gained no less than 2 years' experience in financial planning administration or as a to detail are essential due to the reporting and data you'll be working with. Being fluent in Afrikaans
committee (Exco) pack, ensuring that all financial data is meticulously compiled and presented. Your responsibilities
What you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth
What you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth
a detailed Administrator, you've gained some experience within the FAIS compliance environment and you're in this role, you'll need at least 2 years of experience in an administrative role, preferably in an FAIS