experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
investment platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments reconciliations Monthly Trust bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate
manage payment and billing details of external service providers, contractors and vendors
manage payment and billing details of external service providers, contractors and vendors Verify payments through the company account and coordinate with the bank Create daily reports for management and team members
building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing will involve providing comprehensive financial advice, crafting bespoke investment strategies, and ensuring be doing it Our client is a prominent financial services firm renowned for its innovative approach to wealth a comprehensive suite of integrated financial services. Join a team that values integrity, professionalism
building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing will involve providing comprehensive financial advice, crafting bespoke investment strategies, and ensuring be doing it Our client is a prominent financial services firm renowned for its innovative approach to wealth a comprehensive suite of integrated financial services. Join a team that values integrity, professionalism
passion for investment administration and client service. What you'll be doing (and why you'll enjoy it) it) In this role, you'll be overseeing daily banking processes, ensuring accurate fund pricing, and managing financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration can make a meaningful impact in the financial services sector. Our client values diversity and nurtures
stakeholders: the CAM CIO, the business, the CAM team, the Advice team, clients etc. etc. Administration (including
stakeholders: the CAM CIO, the business, the CAM team, the Advice team, clients etc. etc. Administration (including