history dating back over a century, the company provides comprehensive services tailored to the needs of families, and family offices worldwide. As a Banking & Investment Support Officer, you'll be an dynamic team dedicated to providing top-notch client service in the banking and investment sector. Reporting Reporting to the local Team Ops of Client Support - Banking and Investments, you'll collaborate closely with operations and client satisfaction 3 years of experience in working in the financial industry Degree in
financial field is an advantage Min 3 years working experience Minimum Requirements South African ID Clear credit
winning, global financial services company that provides quality financial advice and wealth management and are known throughout the industry for their experience and strong track records. How you'll role In goals and objectives as well as your own. You will provide bespoke financial advice to local and international depth needs analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular
winning, global financial services company that provides quality financial advice and wealth management and are known throughout the industry for their experience and strong track records. How you'll role In goals and objectives as well as your own. You will provide bespoke financial advice to local and international continuously learn and upskill yourself. What you'll do Provide sound advice on Investments, Wealth and Estate up on leads Conduct in depth needs analyses and provide comprehensive wealth planning to clients Maintain
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical vital role in ensuring the seamless execution of banking and investment transactions. From opening and closing responsibilities will also include managing E-Banking users, handling client queries, and reconciling presence and a reputation for excellence, they provide tailored solutions to meet their clients' diverse year of working experience in the investment industry. You need to have gained experience working with KYC
winning, global financial services company that provides quality financial advice and wealth management and are known throughout the industry for their experience and strong track records. How you'll role In goals and objectives as well as your own. You will provide bespoke financial advice to local and international depth needs analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular
award winning, global financial services company provides quality financial advice and wealth management and are known throughout the industry for their experience and strong track records. How you'll role In goals and objectives as well as your own. You will provide bespoke financial advice to local and international depth needs analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular
reconciliations of financial accounts, including bank accounts, to ensure accuracy and identify discrepancies practices and provide training or guidance to other finance team members or dealership staff as needed. decision-making. Conduct periodic financial analyses and provide insights to improve dealership performance. Maintain Diploma in accounting, finance, or a related field. Experience in the automotive industry (ESSENTIAL) Proficiency
Reconciliation Bank Statement Reconciliation Petty cash allocation and reconciliation Manage Daily Banking Issuing proprietors Proven experience in debtors / credit control / collections Proven experience in account reconciliation beneficial but experience speaks volumes Market related based on applicant's experience 13th Cheque based key performance indicators All necessary training to be provided
be filled with a suitable candidate Processing staff claims and payments Processing accounting entries Cashbook duties which include the daily import of banking transactions and the management of the automatic receipts. Manual capture of non-trade bank accounts. Dealing with the bank on all administrative needs (Credit request/cancellation, forex banking issues, password issues, FICA requirements, bank confirmation certificates business needs throughout the year min 3 years experience in a similar role Accounting qualification would