... records within CRM systems. Assist financial advisors and clients with documentation, compliance ... Microsoft Office Suite. RE5 and Financial Planning or Wealth Management qualifications ...
2 days ago
... the South African Institute of Professional Accountants(SAIPA). The individual must ... Working Paper File and Annual Financial Statements, 6) Excellent understanding of accounting ... Working Paper Files and Annual Financial Statements, - Preparation of IT14- ...
7 days ago