Responsible for client data recording on the company's internal CRM software applications (XPlan, etc that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and
listening skills and respect for keeping information private. Successful negotiator and influencer. Analyse
various reports where necessary Ensure that all company secretarial administration and changes are in place Responsible for ELP billing Review and maintenance of company insurance policies Assist with the rollover of
ensure the smooth and efficient operation of the company's financial activities. RESPONSIBILITIES: Review the audits in terms of group requirements and Companies Act. Prepare management accounts based on final
ensure the smooth and efficient operation of the company's financial activities. Review of monthly costings the audits in terms of group requirements and Companies Act. Prepare management accounts based on final
ensure the smooth and efficient operation of the company's financial activities. Review of monthly costings the audits in terms of group requirements and Companies Act. Prepare management accounts based on final
financial statements Calculation of personal and companies income tax Income tax submissions Some admin related
processing, ensuring accuracy and compliance with company policies and relevant regulations. Additionally audits to ensure data integrity and compliance with company policies and regulations Serve as a point of contact
and Skills Development Modules on VIP Premier Company liaison with MIBCO, submitting Sick Leave applications
financial statements Calculation of personal and companies income tax Income tax submissions Some admin related