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Financial Systems Analyst Hermanus, South Africa

 Finovate People LtdHermanus  From 20000 to 30000 (Ctc) - Monthly

Analysis Assist with client portfolio analysis Assist with implementation of trade decisions Assist with Systems Assist with the implementation of CRM system and maintain user access and capabilities Assist with maintain CRM system Assist with extracting and managing data from custodians Assist with the design and and implementation of internal data flows Assist with the automation of repetitive tasks utilising MS Office distribute quarterly reports for clients Assist with all client queries Assist with creating proposals for new


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Jnr Financial Data Analyst

Hermanus

Analysis

  • Assist with client portfolio analysis
  • Assist with implementation implementation of trade decisions
  • Assist with portfolio rebalancing
  • Calculate client portfolios

Systems

  • Assist with the implementation of CRM system and maintain maintain user access and capabilities
  • Assist with data verification in IRESS
  • Maintain IRESS system
  • Assist with extracting and managing data from custodians
  • Assist with the design


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Qualified Bookkeeper

Hermanus

  • Prepare financial reports and summaries.
  • Assist with budget preparation and financial forecasting


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  • Junior Accountant

    Hermanus

    the necessary assistance and documentation required during audit processes.

  • Assist with other month-end


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  • Bookkeeper Hermanus

     Overberg PersonnelSouth Africa

    discrepancies. Prepare necessary documentation and assist with financial audits conducted by external auditors


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    Bookkeeper Hermanus NEW

     Overberg PersonnelSouth Africa

    discrepancies. Prepare necessary documentation and assist with financial audits conducted by external auditors


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    Tax Consultant

    Hermanus

    per instruction from the Team Leader.

  • Assisting fellow team members where needed.
  • Ensure final tax returns, admin penalties etc.)
  • Assisting other business units with inquiries.
  • Continuously


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  • Junior Accountant

    Hermanus

    processes with necessary documentation.

  • Assist with other month-end procedures and journals as


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  • Intermediary Financial Consultant

    Hermanus

    (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle


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