to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment professional and have meticulous attention to detail. The person should also be naturally process orientated, with streamline processes and work efficiently. The person should be a self-starter and be able to work on and accounts on various platforms. Process and execute financial advisor and client instructions whilst investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment professional and have meticulous attention to detail. The person should also be naturally process orientated, with streamline processes and work efficiently. The person should be a self-starter and be able to work on and accounts on various platforms. Process and execute financial advisor and client instructions whilst investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client
information in order to support decisions and strategy execution. The ideal candidate must be self-motivated, positive levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
Excellent English language skills (engaging with executives) A degree in Finance, Statistics, Economics or Preparation of monthly operational reporting Assisting with monthly forecasting Assemble and summarize projects as required by CEO, CCO, Finance or the Executive Chairman Liaising with sales team to build ad-hoc
constant professional growth, and assisting them in the execution of their duties where necessary People
client projects, and ensuring that projects are executed on time and within budget. Data analysis and producing develop and execute the campaign communications Finance: Programme cost management Assist with production communication material Programme management: Plan, execute and coordinate multiple projects Work with team
application as unsuccessful. By submitting your personal data and application you hereby confirm that you objection for RareCruit (Pty) Ltd to retain your personal information on our database for future employment
application as unsuccessful. By submitting your personal data and application you hereby confirm that you objection for RareCruit (Pty) Ltd to retain your personal information on our database for future employment