ications in financial planning or investment management
Office-based
electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
accounting software Excellent organizational and time management skills Ability to work independently and collaboratively
electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
mission is to help our clients protect their assets, manage risks, and achieve their financial goals. With
Participation in the process of preparing monthly management accounts and other reporting. Preparation of
mission is to help our clients protect their assets, manage risks, and achieve their financial goals. With
including sector, services, jobs, partner, and manager information. BCom / Bachelor's degree is highly
stock-levels. Daily, weekly and monthly stock reports to management. Assistance in stores when required. Stock tracking stock-levels. Daily, weekly and monthly stock reports to management. Assistance in stores when required. Stock tracking
/>Implement the agreed solution for clients and manage underwriting and other onboarding requirements