You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth
returns, monthly returns and reporting. Monthly management accounts. Monthly payroll processing, bi-annual accounting practices such as VAT, IRP5, EasyFile and management accounts is vital. Knowledge on or exposure to
Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders. Support the annual budgeting
requirement- Financial Services: Fund operations, Asset Management operations
RELATIONSHIP
segregated/sub portfolio managers. Providing general administration support to Citadel Asset Management and Peregrine
up with suppliers
incoming calls and respond to customer's emails. Management and resolve customer complaints. Identify and
incoming calls and respond to customer's emails. Management and resolve customer complaints. Identify and
validate and assess insurance policy applications to manage risk and ensure effective and efficient new business within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or workflow Inbox tasks and stat records for workflow management. Identify additional training needs for sales within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or workflow Inbox tasks and stat records for workflow management. Identify additional training needs for sales
validate and assess insurance policy applications to manage risk and ensure effective and efficient new business within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or workflow Inbox tasks and stat records for workflow management. Identify additional training needs for sales within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or workflow Inbox tasks and stat records for workflow management. Identify additional training needs for sales