Job Description: Client reporting / reconciliations / calculations Requesting monthly statements from 3rd parties Typing Client Meeting Minutes from notes provided by the Private Client Consultant Take on of new clients /redemptions – complete account opening documents & redemption forms Requesting & checking of client FICA Filing & saving of client Agreements & FICA Opening of client accounts with 3rd parties Sending all original FICA & Account opening forms to the different 3rd parties Daily cash and unit reconciliation of our funds Qualifications: Financial Diploma / Certificate Knowledge of FICA Computer literate Organised and attention to detail The post Financial Assistant appeared first on freerecruit.co.za . Apply Now

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Financial Assistant - Kwaguqa

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