EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance or related field Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance or related field Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money
leadership & expertise in respect of the financial function ● Managing working capital requirements Managing ad hoc process changes as required ● Financial planning ● Budget preparation, analysis and variance Period-end Reporting and Presentations ● Develop financial policies and parameters ● Review process flows implement opportunity for improvement ● Accounting degree (minimum requirement) ● 2 Years accounting experience
would suit someone with a strong passion for Financial Planning and will assisting in maintaining and Manager instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based instructions. Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous) experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
would suit someone with a strong passion for Financial Planning and will assisting in maintaining and Manager instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based instructions. Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous) experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
Project Management, contract opportunity, for top financial services company in Cape Town. 15 years' experience with high complexity projects Experience in the Financial Services industry is essential Experience managing Management qualification (e.g. PMP, AMP, Prince2, MSP) Financial services industry
any issues or areas for improvement Bachelor's degree in business, Marketing or Strategy 5 years' experience using Agile/SCRUM methodology Experience in Financial Services sector is required Experience working
Planning and Resourcing, Project Management, Project Financial Management, OSHEM and Compliance Management, Sales
dispatch notes, complete purchase prices on the financial system.
-
decision-making skills. Knowledge of budgeting, financial management and business operations Proficient