Requirements Demonstrated Experience leveraging data visualization and knowledge of statistical techniques and
report creation and management, including data visualization tools like Tableau or Power BI. Familiarity
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment preparation of monthly business reports, third-party fund units report and updating and adding client accounts on investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment preparation of monthly business reports, third-party fund units report and updating and adding client accounts on investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
technical accounting expertise to support business units. Dive into tax calculations and interpretations
technical accounting expertise to support business units. Dive into tax calculations and interpretations
business-planning processes across different business units. Gather and analyse requirements, translate them
projects from inception to completion. Code and conduct unit testing for modifications or extensions to specific
divisions and build relationships with other business units Respond to and follow up on all referrals, leads
divisions and build relationships with other business units Respond to and follow up on all referrals, leads