will primarily be responsible for supporting and assisting financial planners.
With the long entries.
of company policy Client portfolio reviews: – Research performance of client portfolios and prepare reviews regarding their portfolios in respect of risk, market trends, investment performance, benchmarks, insured regarding their portfolios – Assist clients in obtaining Tax certificates, etc – Assist clients with the preparation Pro-actively identify new business opportunities and market the range of services and products offered – Compilation
Cape Town Job Type: Full-time Reports To: Product Manager Introduction: RPO is currently seeking a highly closely with cross-functional teams to identify market trends, conduct competitive analysis, and develop product goals. Key Responsibilities: Ongoing management of retail discretionary participation business to the discretionary participation book or the management thereof, including obtaining approval for the the changes from the various governance forums; Assisting in the development of corporate structured and/or
Cape Town Job Type: Full-time Reports To: Product Manager Introduction: RPO is currently seeking a highly closely with cross-functional teams to identify market trends, conduct competitive analysis, and develop product goals. Key Responsibilities: Ongoing management of retail discretionary participation business to the discretionary participation book or the management thereof, including obtaining approval for the the changes from the various governance forums; Assisting in the development of corporate structured and/or
Finance Intern.
planning Post loan management International and local stakeholder management Risk management Draft annual department towards achieving branch target Assist with adhoc projects Marketing New business Cross sell Requirements: planning Post loan management International and local stakeholder management Risk management Draft annual department towards achieving branch target Assist with adhoc projects Marketing New business Cross sell Requirements:
planning Post loan management International and local stakeholder management Risk management Draft annual department towards achieving branch target Assist with adhoc projects Marketing New business Cross sell Requirements: planning Post loan management International and local stakeholder management Risk management Draft annual department towards achieving branch target Assist with adhoc projects Marketing New business Cross sell Requirements:
loan management
mindset. You must also be thorough and apt in managing relationships with key persons. The goal is to from sites, warehouses, or other venues. Conduct research to obtain data on labor costs, materials, production reports or bids to appropriate persons (project managers, clients, bidding competitions etc.) Build relationships with financial and project management principles In depth knowledge of research and data analysis methods
detail-oriented Bookkeeper with basic admin and marketing experience to support a team that offers outsourced bookkeeping services. The ideal candidate will manage financial records, ensure compliance, and handle Strong communication, organizational, and time management skills. Ability to work independently and as financial documentation and client procedures. Assist with administrative tasks, including system setup specific niche fields. We regret that we are unable to assist in any fields outside of this scope. Fields can