Key Responsibilities:
Reference: NFP014183-Bri-1 We are seeking a highly skilled and motivated Chartered Accountant (CA(SA)) with a passion for the education sector. The successful candidate will play a crucial role in managing our financial operations, ensuring compliance with regulatory standards, and supporting strate
dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management
Key Responsibilities:
Assist portfolio managers in the day-to-day management of client
marketing team. The ideal candidate will assist in managing client accounts, ensuring that their digital
Responsibilities:
Assist in managing a portfolio of client accounts to foster meetings and assist in the preparation of presentations and pitches.
Help manage project timelines
payments
payments General finance work Assistance with preparation of management accounts and regulatory reporting
payments General finance work Assistance with preparation of management accounts and regulatory reporting
Providers
Product Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting
Product Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting