experience Duties include, but not limited to: – General admin and filing and e-filing maintenance – Preparation
range of bookkeeping functions as well as other admin duties within a small, but well established, Service
you will be responsible for managing financial/admin transactions and maintaining financial records.
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
training of staff when applicable
material Programme management: Plan, execute and coordinate multiple projects Work with team members to meet
Bankers
client base. Day-to-day activities will include coordinating with the client to ensure timely completion
financial statements of the given portfolio. Coordination of external audit activities. Budgets and forecasts