looking to employ an experienced Bookkeeper Administrator, based in Port Elizabeth. A wonderful career
looking to employ an experienced Bookkeeper Administrator, based in Port Elizabeth. A wonderful career
full responsibility for the implementation of administrative processes and controls in the Financial Planning Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking relevant client file checklist and lodgment rules. Administration relating to client transfer and new business ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
Compliance with firm's audit methodology. Strong administration skills. Responsible to ensure audit quality
Compliance with firm's audit methodology. Strong administration skills. Responsible to ensure audit quality
any requested changes to RFQs. Asset register administration (Monthly). Develop workflow processes and requests
any requested changes to RFQs. Asset register administration (Monthly). Develop workflow processes and requests
stakeholders. Complaint investigation and management. Administrative duties related to the above. Operational Governance: