Sustainable Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services Industry. The role will be responsible for providing individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting with potential clients Est
Sustainable Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services Industry. The role will be responsible for providing individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting with potential clients Est
detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing superior their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing client meetings and
Preparing and submitting tax returns Assist with preparing financial reports, monthly as well as yearly yearly. Assist with preparations of financial statements Reconcile bank statements Assist with all other duties
to ensure accurate financial reporting. Assist in financial decision-making and long-term financial planning
Update and maintain Discovery data sheet. Assist financial manager as/when needed. Other ad hoc duties
SAIPA clerk to complete their articles Assisting with financial reporting and work closely with senior
other functions as may be required Assisting with the overall financial reporting Daily processing of accounting creditor reconciliations and payments Assisting with monthly financial reports, annual audit working papers
responsibilities that may arise.
- Assist in Financial Statements preparation.
Skills required:
company credit cards and petty cash claims. Assist the Financial Manager and Accountants with ad hoc tasks