Financial Assistant - Amanzimtoti
FreeRecruit
Financial Assistant ● 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 ● 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
Facebook
Whatsapp