Flow Forecaster and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be may be required to perform with regards to the clients Life/Investment Planning requirements Calling where necessary when required with administration duties in the office Requirements: A relevant degree
Flow Forecaster, and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be may be required to perform with regards to the clients Life/Investment Planning requirements Calling policy information To assist where necessary when required with all administration duties in the office Updating Updating of client portfolios Requirements: A relevant degree or diploma in Financial Services, Payroll/HR
Flow Forecaster and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be may be required to perform with regards to the clients Life/Investment Planning requirements Calling where necessary when required with administration duties in the office Requirements: A relevant degree
Managing staff Implementing and maintaining 20 keys Requirements: CA(SA) or BCom Accounting qualification completed
Provide supporting documentation for audits as required Ensure all deadlines are met as determined by File information accurately and efficiently Requirements: Degree in Finance, Economics, Business Studies
Provide supporting documentation for audits as required Ensure all deadlines are met as determined by File information accurately and efficiently Requirements: Degree in Finance, Economics, Business Studies