understand what they need to migrate, creating technical specifications and provide support during migration Degree)
ing AML with regards to transactions
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
compliance, planning, financial reporting and financial training is seeking a Tax Administrator to join their team an accounting or tax body preferred. Two years experience in tax practice and accounting. Deadline focused support work from home, during hybrid days. Duties: Provides the following services to external and internal timeously, of all tax work performed as per policy. Providing tax input, on the tax computations to the Annual Statements (AFS) compiled by the internal AFS team. Provide tax input into the in-house development of TaxPlanner
relationships. They value collaboration and teamwork. Provide a dynamic and supportive environment where your a broad range of clients with differing needs, thus providing tangible opportunities for learning and Minimum Requirements Experience and Skills Required: Post article experience in an audit practice advantageous (accounting or financial accounting) SAICA/AGA/SAIPA training contract completed or qualified. Personal Qualities: engagements, statutory and tax compliance whilst providing value-added advice to the client. Position Overview:
a century, the company provides comprehensive services tailored to the needs of ultra-high-net-worth part of our client's dynamic team dedicated to providing top-notch client service in the banking and investment operations and client satisfaction 3 years of experience in working in the financial industry Degree in business and finance or similar Team management experience required
a century, the company provides comprehensive services tailored to the needs of ultra-high-net-worth part of our client's dynamic team dedicated to providing top-notch client service in the banking and investment operations and client satisfaction 3 years of experience in working in the financial industry Degree in business and finance or similar Team management experience required
and on-time upload of financial data. Must have experience in Data Analysis, Data Processing as well as
Requirements: