Introduction Wealth management company that specialises in the trust space. Profile 3 years GreatSoft experience and a Bcom degree in Accounting/Financial Accounting
Reference: NFC021834-SNJ-1 Join the Team as an Assistant Accountant Job & Company Description: Are step in your career? We are seeking a talented Assistant Accountant to join our client's team located in to their finance department? Apply now Duties: Assisting with the preparation of financial statements and accounts payable and accounts receivable functions. Assisting with budget preparation and monitoring. Supporting
Investment Company, is looking for a Financial Assistant to join their team in Cape Town . Should you want Personal income tax calculations and submissions Assistance with day-to-day administration for finance department
Conferencing company We are currently seeking a skilled Assistant Financial Manager to join our team and contribute
To manage credit and issues related to legal compliance (National Credit Act) Approval of new member applications and ensure all documentation is authenticated. Check affordability to set up a franchise store. Check cash flow projections to ensure profitability of the store. Securities available for
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any general
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any general
received Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance
received Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally