Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
existing clients, therefore contributing to the company's profitability and growth. Selling of short term insurance. Please be advised that this is an On-Site position. Basic (R5500) Commission Incentives
existing clients, therefore contributing to the company's profitability and growth. Selling of short term insurance. Please be advised that this is an On-Site position. Basic (R5500) Commission Incentives
ensuring accuracy and completeness. Data Cleaning: Pre-process and clean data to prepare it for analysis, which
Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively under pressure. · Stay organized and maintain a clean work area: Keep files and paperwork organized, and and Knowledge: · Dress professionally: Maintain a clean and professional appearance that aligns with the
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly receivables
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly payables and receivables Collaborate with Financial Managers and other team members to successfully execute tax returns (EMP201, VAT201, ITR14 etc) Maintain company ledgers and daily financial transactions (Pastel correcting them Manage payroll activities and release salaries (at times) Coordinate and manage payment and through the company account and coordinate with the bank Create daily reports for management and team members
liaise with internal parties to support internal company activities
liaise with internal parties to support internal company activities Monitor and analyse financial data and financial statements Assist with preparation of company taxes Ensure compliance with regulations and guidelines knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent