... a plus). KPA’s: Financial Record-Keeping: · Record daily financial transactions accurately in ... insights and recommendations based on financial data. Administrative Support: · ... with year-end financial preparations. · Ensure all financial documentation is well ...
30 days ago
... (essential). Experience in drafting Annual Financial Statements using Draftworx or Caseware ... , including managing day-to-day financial transactions. Attention to detail with ... not limited to): Drafting Annual Financial Statements (AFS) in accordance with ...
10 days ago
... on boarding process. Provide financial planning advice while being supervised ... to study further (e.g., postgraduate financial planning or investment management). Ambition ... to qualify as a Certified Financial Planner (Advantageous). Strong time management ...
a month ago
... service providers. Client Assistance: Assist financial planners in servicing new and ... 12 (Matric) Industry experience in financial services is required. A post- ... in a professional and growth-oriented financial services environment. Supportive and collaborative ...
5 days ago
... service providers. Client Assistance: Assist financial planners in servicing new and ... 12 (Matric) Industry experience in financial services is required. A post- ... in a professional and growth-oriented financial services environment. Supportive and collaborative ...
a month ago
... , or customer engagement in the financial services sector. Strong verbal and ...
5 days ago
... , or customer engagement in the financial services sector. Strong verbal and ...
a month ago