Maintain and enhance client and team relationships. Support the director with various ad-hoc requests in conjunction business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party supplier for our active investment client strategies. Support with the monthly fund switches and annual re-balancing necessary oversee, opening of new client accounts, support with phasing of various investment accounts and manner with comprehensive and quality responses. Support with providing information for annual client meetings
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're where your strengths lie. The role will start as a support role but the opportunities are endless. A market-related
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're where your strengths lie. The role will start as a support role but the opportunities are endless. A market-related
and CNI Reports Prepare month-end files with supporting documentation Prepare billing information and cash Maintain proper fixed asset registers with supporting documents Debtors and creditors control Calculate SARS accounts Attend to SARS audits and submit supporting documents Applications for tax clearance certificates advantageous Experience in preparing inputs to support the audit files Must have experience in preparing
Maintain and enhance client and team relationships. Support the director with various ad-hoc requests in conjunction business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party supplier for our active investment client strategies. Support with the monthly fund switches and annual re-balancing necessary oversee, opening of new client accounts, support with phasing of various investment accounts and manner with comprehensive and quality responses. Support with providing information for annual client meetings
Maintain and enhance client and team relationships. Support the director with various ad-hoc requests in conjunction business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party supplier for our active investment client strategies. Support with the monthly fund switches and annual re-balancing necessary oversee, opening of new client accounts, support with phasing of various investment accounts and manner with comprehensive and quality responses. Support with providing information for annual client meetings
JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results to coordinate and liaison with clients, various support functions/departments in India to facilitate service reportees JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results to coordinate and liaison with clients, various support functions/departments in India to facilitate service
JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results to coordinate and liaison with clients, various support functions/departments in India to facilitate service reportees JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results to coordinate and liaison with clients, various support functions/departments in India to facilitate service
consolidation, Journals, reconciliation and audit support Advanced Excel skills Excellent communicator and
financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Group. Mentor