Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" received Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Compliance Manager with complaint investigation and resolution Data analysis for the purpose of resolution to Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" received Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Compliance Manager with complaint investigation and resolution Data analysis for the purpose of resolution to Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
monthly management reportsand provide reasons for variances. Compile the monthly management reports for Review the journals,reconciliations and OPS management reports compiled by the junior financial accountant Review monthly and weekly payments to suppliers. Manage and liaise with the auditors on the yearly auditfor auditfor the main company and subsidiaries. Assist with the preparation of the yearly budget. Monthly preparation financial controls. Assist with ad-hoc projects asrequired by the financial manager or Operations department
monthly management reportsand provide reasons for variances. Compile the monthly management reports for Review the journals,reconciliations and OPS management reports compiled by the junior financial accountant Review monthly and weekly payments to suppliers. Manage and liaise with the auditors on the yearly auditfor auditfor the main company and subsidiaries. Assist with the preparation of the yearly budget. Monthly preparation financial controls. Assist with ad-hoc projects asrequired by the financial manager or Operations department
Month-end journals and reporting Compiling month-end management packs Analyse GL accounts Preparation of monthly relating to inventory Assist with annual budgets and quarterly forecasting Assist in the preparation of to relevant laws, regulations and best practices Assist Senior Accountant and CFO where needed Requirements: detail and accuracy Strong organisational and time management skills Ability to work independently Meticulous
team, responsible for managing accounting transactions and preparing management accounts for the group's group's largest entity. Reporting to the Financial Manager, this role involves interaction with various business Responsibilities : Responsible for the financial management of the main entity in the group Responsible for Register Manage inventory Assist the Financial Manager with ad hoc tasks Prepare monthly Management Accounts and other regulations with the Compliance Manager`s assistance Support the annual budget preparation Liaise
risks to remain result driven. Responsibilities: Assist in the development and maintenance of the company's quarterly, and annual financial reports for management and other stakeholders Support strategic planning areas for improvement Assist in the preparation of presentations for senior management and board meetings and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
risks to remain result driven. Responsibilities: Assist in the development and maintenance of the company's quarterly, and annual financial reports for management and other stakeholders Support strategic planning areas for improvement Assist in the preparation of presentations for senior management and board meetings and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
sector who are looking to identify a CA(SA) to assist them with Risk and Control mitigation through their exposures. - Work closely with other teams and managers in other locations to share key initiatives and controls and controls automation. - Provide risk management support and guidance to the project team, business implementation, Risks and Control - Proactive management and participation in the assessment of ethics ethics, compliance and commercial risks - Project management skills see Duties & Responsibilities
Our client, a top investment management team, seeks a Compliance Officer to join them. Role works closely closely with the Regulatory Compliance Manager and seeks a suitably qualified Cat2 or Cat2A registered compliance officer with current, relevant asset management experience. Exciting role to not only ensure Responsibilities: Develop and implement compliance risk management plans Compliance monitoring as required and within culture Regulatory reporting (FICA, FAIS etc.) Assisting the business with any compliance training as required