previous experience providing technical and administrative financial planning support to Advisers and Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general expectations but not limited to: Technical and administrative financial planning support to Financial Advisers Planners and senior management with any general office duties, from time to time. Respond to client inquiries continued operations of team services. Process new account paperwork, including preparation, transfer of funds
previous experience providing technical and administrative financial planning support to Advisers and Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general expectations but not limited to: Technical and administrative financial planning support to Financial Advisers Planners and senior management with any general office duties, from time to time. Respond to client inquiries continued operations of team services. Process new account paperwork, including preparation, transfer of funds
and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate strengthening client relationships. Office Management: Support the general office management including reception
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous