Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily />
Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' tailored Financial Plans covering investments, insurance, and retirement planning to help our clients create proposal to clients (Longterm insurance, investments, short term insurance and fiduciary services) Flexibility
- Coordinate the set-up of new funds, executing broker and counterparty set-up - Trade Lifecycle support
providing requested documents, explanations, and assistance to auditors to ensure audit objectives are met obsolete stock and reduce holding costs. Review insurance policies to ensure adequate coverage and cost-effectiveness cost-effectiveness. Quarterly Stats submission as required. Assist with the development of new financial models to to improve efficiency and reporting quality. Assist in the development of annual budgets, forecasts, and efficiency, and enhance data accuracy and security. Assist in financial planning activities, investment evaluation
reported monthly to GROUP ZA insurance department to ensure adequate insurance of stock. Calculate and post terms of implementation of mitigating controls. Assist with internal control testing. Liaise with the
management is entrenched. Work closely with Insurance Brokers to ensure the business is adequately covered
management is entrenched. Work closely with Insurance Brokers to ensure the business is adequately covered
Microsoft SQL or similar Assist with data analyses of financial data Assist clients on Business Requirements
the Group Strategy in streamlining information to assist production with historical data. Measuring and administrative acumen with a specific emphasis to assist the MD / Operations Director with business development
accounting standards, regulations, and company policies. Assist with audits, tax filings, and other financial compliance