concise data visualizations using MS Excel and Power BI.
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios You'll play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments and preparing client reviews to monitoring portfolios and providing analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying payment requirements to providing support for investment reporting and client meetings, your role will be varied
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible transactions and reporting for a portfolio of clients within the insurance industry. Responsibilities: financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
Key qualification and experience required for the Client Relationship Manager: 3 years of experience in financial statements Key duties required for the Client Relationship Manager: Completion of applications and development of relationships with existing clients Understanding market and industry risk Initiating reports Ability to market to existing and new clients Strong understanding of products and services offered for growth, while also possessing the necessary client relationship management skill-set, please get in
THIS POSITION Process underwriting results per client onto the general ledger including premium, reinsurance recoveries, commissions, and fees. Process reserves per client onto the general ledger i.e. outstanding claims corresponding reinsurance portions. Process income tax per client onto the general ledger. Process cashbook transactions entries per client onto the general ledger. Prepare Balance Sheet reconciliations per client. Prepare client client financial statements and client policy statements and any other financial reports as required
Key qualification and experience required for the Client Relationship Manager: 3 years of experience in financial statements Key duties required for the Client Relationship Manager: Completion of applications and development of relationships with existing clients Understanding market and industry risk Initiating reports Ability to market to existing and new clients Strong understanding of products and services offered for growth, while also possessing the necessary client relationship management skill-set, please get in
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible transactions and reporting for a portfolio of clients within the insurance industry. Responsibilities: financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios You'll play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments and preparing client reviews to monitoring portfolios and providing analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
to know what it takes to support a Portfolio Manager in managing their clients' investments by you being Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting of FICA assessments of clients and analyse client affairs. You will maintain and update client lists, provide prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios your vibrant organisational skills to add value to client meetings, generate reports and ensure that trades