the financial statements on CaseWare, including posting of reclassifying and correcting journals Liaise entity suppliers and vendors Calculation and posting on interest on financial assets and liabilities
Provide operational and financial support to all production team members, fostering peer communication. Bachelor's in finance, accounting, or related field. 5 years post-article experience. Professional qualification and
financial regulations, tax laws, and investment products to ensure compliance and provide accurate advice Marketing/ Business Management/ Finance/ Risk Management. Post Graduate Diploma in Financial Planning (CFP) or
insurance products and services to the right clients. Aggressive selling of short-term products specialising maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with
insurance products and services to the right clients. Aggressive selling of short-term products specialising maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with
of short-term commercial and personal insurance products and services to the right clients Responsibilities: Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations maintaining good working relationships with clients, product providers, colleagues etc. On-site meeting with
of short-term commercial and personal insurance products and services to the right clients Responsibilities: Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations maintaining good working relationships with clients, product providers, colleagues etc. On-site meeting with
Develop and maintain cost standards for various products & services Perform cost variance analysis