Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with clients diligently and fairly; Striving to assist the required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with clients diligently and fairly; Striving to assist the required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality
We are looking for a qualified Financial Accountant to join our growing team in the manufacturing industry for ensuring the accuracy and integrity of our financial records, with a specific focus on the complexities across the organization to track costs, analyse financial data, and generate reports that support informed inventory and fixed assets. • Prepare and analyse financial statements, including balance sheets, income statements Generally Accepted Accounting Principles (GAAP). • Assist with month-end closing procedures, including reconciliation