when required. Management of junior accounting and admin staff. Preparing all applicable income and balance client queries as/when required. General accounting admin.
implementation of instructions. Resolve and manage admin related queries or issues with clients directly preparation of client review packs (with assistance from administrative team and Paraplanners where necessary knowledge of the FAIS General Code of Conduct in daily work. Draft and/or check Record of Advice and Replacement according to FICA and company RMCP with guidance from internal compliance. Technical Support Ensure a Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience in and
implementation of instructions. Resolve and manage admin related queries or issues with clients directly preparation of client review packs (with assistance from administrative team and Paraplanners where necessary knowledge of the FAIS General Code of Conduct in daily work. Draft and/or check Record of Advice and Replacement according to FICA and company RMCP with guidance from internal compliance. Technical Support Ensure a Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience in and
in respect of the financial function ● Managing working capital requirements, including preparation / review self-motivation ● Attention to Detail (Work Standards) ● Building Strategic Working Relationships ● Communication Stress Tolerance ● Information Monitoring ● Managing Work (Time Management) ● Deadline-oriented The post Management
managing and growing portfolios. This role includes working closely with management to provide beneficial insights Python, Matlab, Bloomberg advantageous. Strong working knowledge of Microsoft Excel. Great communication
managing and growing portfolios. This role includes working closely with management to provide beneficial insights Python, Matlab, Bloomberg advantageous. Strong working knowledge of Microsoft Excel. Great communication
levels completed. Strong academic records, awards and work achievements. Financial Modelling Exposure is an
levels completed. Strong academic records, awards and work achievements. Financial Modelling Exposure is an