Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation
Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity:
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity:
Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation
information and payments. Facilitate vendor applications and maintain agreed payment terms. General Bookkeeping:
with SARS regarding queries Ensure that credit applications are completed as and when required. Obtain trade
in accounting software and Microsoft Office applications • Be able to motivate, train and manage team