Administration Industry or similar to assist the Fund Management department and the Executive Team with execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation, review
Administration Industry or similar to assist the Fund Management department and the Executive Team with execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation, review
Qualifications: Tertiary qualifications or work-related experience of at least 2 years. Computer literacy is crucial. Duties: Monthly reconciliation of all stocks, Stock enquirers Monthly reporting Assist with back deliveries of certificates Dispatching instructions Purchases and sales of stock Week
management KPI's Assist in client proposals, ensuring their needs are met effectively. Manage the creation
Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant score on NAV. Request assistance and guidance from the Partner Operations Manager or Business Development reports to assist the Partner and identify opportunities in the client base. Client management and marketing