Maintain comprehensive financial documentation and client procedures. Assist with administrative tasks
factsheets Build and maintain financial models to analyse client portfolios Systems Assist with the implementation
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
maintain financial models to analyse client portfolios
Systems
Provide bookkeeping services to all candidates on the various programs offered by the company, using Pastel. Role and Responsibilities • Attend all weekly and monthly meetings • Create new companies on Pastel Partner. • Capturing from source documents, full function debtors, creditors, cashboo
Provide bookkeeping services to all candidates on the various programs offered by the company, using Pastel. Role and Responsibilities • Attend all weekly and monthly meetings • Create new companies on Pastel Partner. • Capturing from source documents, full function debtors, creditors, cashboo
Marwick & Company Inc. is a well-established independent firm of chartered accountants and registered auditors. We have had the privilege of offering professional, personalised service for over 50 years. Spearheaded by our experienced and dynamic management team, we offer in-depth assistance wit
Well established promotional company based in Durban is urgently looking for a Mid-level / Senior Accountant situated at the Company’s main / head office in Durban Waterfront PointView to start ASAP / 1st April. Requirements; Minimum 3 year’s experience within similar position as stated below; B
Administrative Coordinator - Gauteng HR - New Position Job Description: Administrator & Coordinator (AC) Renewable and Sustainable Energy Location: Gauteng, SA In Lanseria/North Riding Area Sectors: Sustainable energy, Sustainable water, Renewable energy, Energy storage, Energy efficiency, Autom