of a CFA or CA with 10 years experience in fixed income or credit investments
Your main focus
years experience
Specialisation in fixed income or credit investments.
Investment analysis
OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
hardworking, likes to prove themselves and goes the extra mile.
Duties:
or Female age Must have experience in preparing Income Tax returns and dealing with SARS. Experience in com Ref: JnrTaxAdmin/BP Experience in preparing Income Tax returns and dealing with Sars. Experiene in
Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses
report • Ensure all balance sheet, Payroll and Income Statement recons are accurate and done on time staff and review performance • Ensure all regional income statements are accurate, and distributed on time managers • Responsible for all balance sheet and income statement recons • Assist in the preparation of
including presenting Management Accounts
Record daily financial transactions, including income, expenses, and adjustments. Reconcile bank statements Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements
financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update