Tax Administrator (JB4239) Northern Suburbs, Cape Town R20 – 25 000, per month CTC Permanent A financial financial and tax services company that specialises in business valuation, tax compliance, planning, financial reporting and financial training is seeking a Tax Administrator to join their team in a hybrid capacity. You accounting and finance tasks, and other general administrative duties related to tax. Minimum Requirements: during hybrid days. Duties: Provides the following services to external and internal clients: Completing Individual
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Prepare Enhanced Customer Due Diligence for high-risk clients Assess risk levels Ensure Customer Due Diligence approved investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Prepare Enhanced Customer Due Diligence for high-risk clients Assess risk levels Ensure Customer Due Diligence approved investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
Qualifications: Bachelor’s degree in business administration, management, or a related field; MBA or advanced for expansion and differentiation. Customer Focus: Promote a customer-centric approach across the organization relationships with customers and partners, ensuring high-quality products and services that meet their needs
management division through providing professional administrative support and preparation of technical analysis the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate of client review packs (with assistance from administrative team and Paraplanners where necessary and as knowledge by keeping up to date with products used by service providers. Compile proposal documents based on and Financial Advisors with administrative tasks or within administration with a focus on high volume
management division through providing professional administrative support and preparation of technical analysis the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate of client review packs (with assistance from administrative team and Paraplanners where necessary and as knowledge by keeping up to date with products used by service providers. Compile proposal documents based on and Financial Advisors with administrative tasks or within administration with a focus on high volume
delivering innovative solutions and outstanding customer service.
responsibility and accountability for the Financial administration functions and to ensure finance reporting and are accurately onto banking platforms General Administration Complete filing Manage and assume responsibility Personal Information Act(POPI ACT) Provide administration assistance to MD and FM Carry out any reasonable
an internal and external network and grow the customer base. Duties and Responsibilities Conduct thorough strong client relationships through exceptional customer service and regular communication. Requirements Relevant
Trade Debt: Verifying payment of new and existing customer accounts Managing allocated accounts to ensure balances Recording and addressing customer queries Cultivating positive customer relationships Requesting Credit requests for credit limit increases Liaising with Customers: Following up on overdue accounts Skills Required: