to both establish and efficiently grow bespoke financial services products within complex regulatory environments individual with an investment, accounting, or similar degree to join our Financial Operations Trade FinOps team role will be to support the FinOps team in all financial operations relating to CIS, banking CIS and any Assisting with the re-balancing of portfolios; Account setup; Process improvement within the environment; (Investments, Accounting, Economics or similar) Strong Microsoft Excel skills essential; Financial Services
to both establish and efficiently grow bespoke financial services products within complex regulatory environments individual with an investment, accounting, or similar degree to join our Financial Operations Trade FinOps team role will be to support the FinOps team in all financial operations relating to CIS, banking CIS and any Assisting with the re-balancing of portfolios; Account setup; Process improvement within the environment; (Investments, Accounting, Economics or similar) Strong Microsoft Excel skills essential; Financial Services
assigned by the Finance Manager and the Financial Accountant
Process credit card payments
Send
/>Responsibilities:
- Bookkeeping duties, invoicing, account follow ups.
- Manage office supplies, equipment
correspondence
- Manage scheduling and appointments for senior management
Desired Experience &
would be an advantage
would be an advantage
- Valid SA ID
- Accounting software experience is essential
- Good
customer account related enquiries
- Ensure that all payments due from debtor accounts are collected
assigned by the Finance Manager and the Financial Accountant
- Process credit card payments
-
Responsibilities: - Bookkeeping duties, invoicing, account follow ups. - Manage office supplies, equipment correspondence - Manage scheduling and appointments for senior management Qualifications: - Min Matric, Bookkeeping
achieve their dreams by ensuring that they have the financial means to pursue them? Then YOU may be just the portfolio. Work directly with clients as their financial wellness coach, helping them improve their lives educating and empowering them to reach their financial goals Develop a roadmap to help clients build finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business comprehensive financial advice, and guidance and help clients make sense of their financial lives in actionable
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments clients financial situation (e.g. income, expenses and liabilities) Examine and suggest financial needs Customize financial plans according to clients changing needs Present and sell suitable financial products
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments clients financial situation (e.g. income, expenses and liabilities) Examine and suggest financial needs Customize financial plans according to clients changing needs Present and sell suitable financial products