through providing professional administrative support and preparation of technical analysis to the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate new client with guidance from internal compliance. Technical Support Ensure a basic level of product knowledge by keeping
through providing professional administrative support and preparation of technical analysis to the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate new client with guidance from internal compliance. Technical Support Ensure a basic level of product knowledge by keeping
analysis and requests
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Commercial Support (30%)
Pipeline analysis and business partnering
Reviewing files (supplier reconciliation and supporting docs) for payment run Ensure that payments have information is delivered on time Audit Prepare all supporting documents for audit samples Attend to all AP
Reconciliation of client accounts. Support to Financial Manager. Financial Audit support as required. Qualifications
Reconciliation of client accounts. Support to Financial Manager. Financial Audit support as required. Qualifications
audits by providing necessary documentation and supporting evidence
Ensure compliance with relevant
and cash handling staff, providing guidance and support as needed
Foster a positive work environment
processes. Develop and implement financial models to support strategic initiatives, identify trends and analyze monthly and quarterly operational reports Report, support and guide the Management Team and Departments Heads