Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous. 3 – 5 years' limited to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury
Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous. 3 – 5 years' limited to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.