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Finance Manager
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11 days ago33 views
General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
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Technical Tasks, Competencies & Experience:Updating and timeline management for client reviews -provide historical context to clients in relation to advice journeyFinancial market and fund research.Maintaining clients files and recordsTaking Minutes of meetingsPreparation of meeting packsRisk Management record keeping compliance and monitoring of all risk products offeredAnalysis on PortfoliosOperational and Regulatory ReportingTelephonic and email query resolutionAssistance with compliance officer visitsGeneral office management duties and/or administrative tasks that may be required from time to time Behavioural Competencies:Must be able to work autonomouslyExcellent verbal and written communication skills in EnglishEnthusiasticAttention to detailHigh ethical Standards Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful
https://www.jobplacements.com/Jobs/P/Paraplanning-Assistant-Randburg-1243711-Job-Search-12-01-2025-00-00-00-AM.asp?sid=gumtree
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