services of an experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio
for business Following up on leads generated Assisting clients with finance options Matric Drivers License
requirements Understanding the products in order to assist the clients Degree in Finance/Commerce 3-5 years
requirements Understanding the products in order to assist the clients Degree in Finance/Commerce 3-5 years
Regional Admin Manager for final checking.
the Regional Admin Manager for final checking. Assist in attending to any outstanding requirements to deal Understanding of company products in order to assist clients with queries Ensure company is always compliant
control accounts. Supervision: Supervising Accounts Assistants. Financial Reporting: Providing financial information Reviewing reports for allocated companies and assisting with commission calculations. Balance Sheet Reconciliations:
the Bad Debt portfolio Effectively manage Sell Assist / Marketing & Private offers with shortfalls/losses
the Bad Debt portfolio Effectively manage Sell Assist / Marketing & Private offers with shortfalls/losses
areas: Required to complete 15 - 30 files per month Assist team members file with registration Follow up with transporters and delivery requirements for team Aid and assist in booking Port health / DAFF etc Perform basic