is within the Retail Division of our client's business. The job requires the candidate to work actively maintain contact with IFA or client during this process. This person will need to be flexible, energetic Responsibilities § Processing of incoming instructions in respect of: o New business transactions o Existing Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be required from time
is within the Retail Division of our client's business. The job requires the candidate to work actively maintain contact with IFA or client during this process. This person will need to be flexible, energetic Responsibilities § Processing of incoming instructions in respect of: o New business transactions o Existing Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be required from time
emphasising driving international expansion and business modelling for its clients. Role Overview As a organisation and driving continuous improvement in our processes. The Compliance Team Leader will work closely requirements. Audit and Review of compliance processes including but not limited to credit risk management regional compliance heads on the monitoring of business and regulatory risk Reviewing compliance manuals Client Contracts (SOW and Master Agreements) Coordinate and work with Management on Monthly Compliance
emphasising driving international expansion and business modelling for its clients. Role Overview As a organisation and driving continuous improvement in our processes. The Compliance Team Leader will work closely requirements. Audit and Review of compliance processes including but not limited to credit risk management regional compliance heads on the monitoring of business and regulatory risk Reviewing compliance manuals Client Contracts (SOW and Master Agreements) Coordinate and work with Management on Monthly Compliance
client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including Financial Plans and Suitability Reports as per Advice Process Implementation of recommendations Make changes team to process recommendations as per Advice Process General administration Prepare and coordinate review and portfolio review as per the Annual Review Process Review investment portfolio, asset allocation,
client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including Financial Plans and Suitability Reports as per Advice Process Implementation of recommendations Make changes team to process recommendations as per Advice Process General administration Prepare and coordinate review and portfolio review as per the Annual Review Process Review investment portfolio, asset allocation,
provide support in recruitment and selection processes. Coordinate procurement of HR consumables and office legislative requirements. Handle employee inquiries and process payroll input information efficiently. Matric Degree
provide support in recruitment and selection processes. Coordinate procurement of HR consumables and office legislative requirements. Handle employee inquiries and process payroll input information efficiently. Matric Degree
will be responsible for overseeing the invoicing process and ensuring the accurate application of credits reviewing work tickets for invoicing accuracy, coordinating with Sales for optimal outcomes, and collaborating
unit office requirements.