La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously languages is compulsory Good working knowledge of MS Office (Word, Excel, Outlook) Customer service experience
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously languages is compulsory Good working knowledge of MS Office (Word, Excel, Outlook) Customer service experience
Attending to all existing client queries and request timeously and professionally thereby offering the recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; full review taking into account a full needs analysis and any changes in the client circumstances. Achievement the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
Permanent Accounting and Finance Jobs in Scottburgh Industry: Accounting and Finance Job Type: Permanent that an accrual is made for all invoices not accounted for at month end. Maintain effective working relationships external stakeholders. Minimum Requirements: Bcom Accounting degree essential. Completed articles with 1 –
Group is currently in search of a Procurement Officer , the successful candidate will be responsible
will be required to analyse and review monthly accounts, perform monthly comparisons as well as compile audit. This is a great opportunity to use your accounting knowledge, business acumen and analytical ability Processing of accounting transactions and journals • Reconciliation of general ledger accounts • Ensure timeous with reporting deadlines • Review of the monthly accounts for validity, accuracy and completeness of all and ensure that they are posted to the correct accounts • Perform monthly comparison to approved budgets
that all clients are invested in line with its respective model portfolio taking any client specific completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available Honours Degree in Investment Finance and/or Accountancy. Qualified JSE Trader Examination. JSE Registered
The purpose of the YLP Project Officer is to assists with the fulfilment of the Fund's Youth Leadership In conjunction with the Programmes Management Accountant ensure a smooth and efficient renewal, extension development outcomes. Liaise with other Project Officers regarding their partner capacity-building requirements Fund's Monitoring, Evaluation and Learning (MEL) Office, ensure that each YLP project has set measurable the Programmes Manager Ensure that the Fund's MEL Office has all the required information to create meaningful
that all clients are invested in line with its respective model portfolio taking any client specific completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available Honours Degree in Investment Finance and/or Accountancy. Qualified JSE Trader Examination. JSE Registered
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk role is ideally suited to a recent graduate with Accounting and/or Risk Management as part of their completed completed accounting or auditing articles. Key responsibilities include: •FSP Compliance / Risk Officer: o Compliance as needed • Compliance monitoring: o Review of client advisory and investment implementation records