this role are as follows:
Responsibilities:
Build comprehensive risk evaluation for the client.
suitable product proposals and confirming policy sales. He/She must build relationships with clients to business. An extensive knowledge of products and providers is necessary. The Account executive is responsible prepared for as required. Self-Development Achieves and maintains FAIS requirements for position. Keeps company employees in other departments/branches Sales Leads identified and followed up in conjunction advantages, disadvantages fully explained to clients and sales closed. Best Product(s) identified and proposed
suitable product proposals and confirming policy sales. He/She must build relationships with clients to business. An extensive knowledge of products and providers is necessary. The Account executive is responsible prepared for as required. Self-Development Achieves and maintains FAIS requirements for position. Keeps company employees in other departments/branches Sales Leads identified and followed up in conjunction advantages, disadvantages fully explained to clients and sales closed. Best Product(s) identified and proposed
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants accounting duties and support junior staff as required or assigned. Qualified CA(SA) or ACMA R720 000
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants accounting duties and support junior staff as required or assigned. Qualified CA(SA) or ACMA R720 000
and procedures. Over and above the standard requirements of a portfolio manager, the PM’s main objectives the administrative, financial, and secretarial requirements of the client per the management agreement between assist on all Regulatory requirements by being confident in applying the required laws and other governing the successful management and upholding of the required standards within the client’s environment. To be responsible for his/her own portfolio and be required to manage other, more junior portfolio management
with relevant financial regulations. This role requires strong analytical skills, a deep understanding duties (Orders) Assistance with the information required for the budgeting process Review monthly results preparation and resolving queries Assisting and providing supporting documentation to internal and external auditors Any ad hoc items where assistance may be required Finance Diploma or BCom Accounting Minimum 5 years
Senior / Specialist Audit Senior / Specialist required for outstanding firm in Bedfordview. Salary Negotiable Own Laptop with Windows 10/11 Pro (Company will provide all other software). Exceptionally deadline driven to 6 times a year an average of 1 week per trip required. Note: (Related under-graduate studies - 2 days
Group Financial Accountant required to take full responsibility of the financial accounting function function at a well-established business in Gauteng. REQUIREMENTS : B.Com Accounting or Management Accounting
related to debtors.
Minimum Requirements: