ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective advisory record keeping as per applicable financial services legislation, ensuring that all investment and
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective advisory record keeping as per applicable financial services legislation, ensuring that all investment and
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Package on Offer!
Forming part of the Client Services Central Operations team of this highly reputable Analyst experience gained within the Financial Services| Investment Industry
Emulator (NTE). Meet quality standards by adhering to Service Level Agreements (SLA) and turnaround times. Build workflow processes according to the Aris map. Improve service delivery by redirecting security stationery and and updating branch details with printers and couriers. Stay updated on relevant legislation and industry
Emulator (NTE). Meet quality standards by adhering to Service Level Agreements (SLA) and turnaround times. Build workflow processes according to the Aris map. Improve service delivery by redirecting security stationery and and updating branch details with printers and couriers. Stay updated on relevant legislation and industry
strategy, operations, etc. The individual will also assist the Channel Finance team in keeping accounting channel segment Help ensure that the incentive models assist in meeting the short and medium term goals of the committee's Incorporate the launch of new products/services into remuneration structures and processes. Identifies inefficiencies may occur and provide recommendations Assisting the business in conducting reward and incentive
strategy, operations, etc. The individual will also assist the Channel Finance team in keeping accounting channel segment Help ensure that the incentive models assist in meeting the short and medium term goals of the committee's Incorporate the launch of new products/services into remuneration structures and processes. Identifies inefficiencies may occur and provide recommendations Assisting the business in conducting reward and incentive
VAT201 return
required such as issuing invoices. Providing assistance to the Investment Accounting team to ensure that strict reporting deadlines. Providing external service providers with relevant information to allow them complete). Practical experience within the financial services (wealth management or investment management) environment
Responsibilities:
1. Assisting in compiling, maintaining and analyzing accounting records
records and financial reports.
2. Assisting in planning and execution of financial audits.
3. Ensuring
accounting standards and procedures.
4. Assisting in identifying potential areas of opportunity