Client Accounts Officer Jobs in Kwazulu Natal
Compliance Officer Cape Town
Pss Recruitment
South Africa
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk role is ideally suited to a recent graduate with Accounting and/or Risk Management as part of their completed completed accounting or auditing articles. Key responsibilities include: •FSP Compliance / Risk Officer: o Compliance as needed • Compliance monitoring: o Review of client advisory and investment implementation records
share this job on whatsappSenior Accountant Cape Town
Pss RecruitmentSouth Africa
Senior Accountant sought for financial services industry (office based position) Full function accounting responsible for managing 2 staff members. Full function accounting duties up to Trial balance, including payroll experience including audit principles. ▪ BCom/ B. Accounting degree Honour's degree or alternatively a post
Compliance Officer/analyst - Investment Industry (experienced Candidates) Market Related
Pss RecruitmentSouth Africa
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk role is ideally suited to a recent graduate with Accounting and/or Risk Management as part of their completed completed accounting or auditing articles. Key responsibilities include: •FSP Compliance / Risk Officer: o Compliance as needed • Compliance monitoring: o Review of client advisory and investment implementation records
Financial Advisor/planner Assistant Market Related
Pss RecruitmentSouth Africa
within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible handling of all follow-up correspondence with clients, beneficiaries and third-party providers, as well Daily/ monthly EFT payments to and on behalf of clients, including all verifications preparation and capturing Preparation of client packs , and onboarding of new clients, and responsible for all client take on documentation thereto • Client liaison: timeous response to, and resolution of all queries • Accountable for electronic
Planner Assistant Goodwood, Cape Town
Pss RecruitmentSouth Africa
within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible handling of all follow-up correspondence with clients, beneficiaries and third-party providers, as well Daily/ monthly EFT payments to and on behalf of clients, including all verifications preparation and capturing Preparation of client packs , and onboarding of new clients, and responsible for all client take on documentation thereto • Client liaison: timeous response to, and resolution of all queries • Accountable for electronic
Investment Analyst Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or services in relation to discretionary managed clients • Monitor and assess incumbent and current managers research teams • Understands the construction of client portfolios and products that target different kinds Managers • Client report back presentation generation and checking • Communication with clients and responding understanding of all portfolios they work on • Client and internal report generation • Checking of reports
Investment Analyst Cape Town
Pss RecruitmentSouth Africa
recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or services in relation to discretionary managed clients • Monitor and assess incumbent and current managers research teams • Understands the construction of client portfolios and products that target different kinds Managers • Client report back presentation generation and checking • Communication with clients and responding understanding of all portfolios they work on • Client and internal report generation • Checking of reports
Investment Analyst Cape Town
Pss RecruitmentSouth Africa
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required
Investment Analyst - Ca(sa) With 0-2 Years Post Articles Experience Market Related
Pss RecruitmentSouth Africa
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required
Paraplanner/advice Analyst Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans Preparation & maintenance of client files Ensure completeness of client file/data gathering Confirm risk Identify/obtain information necessary to compile clients' recommendation / cash flow forecast Compile draft meet the clients' needs Prepare information/comparisons for analysis by FP Liaise with clients' legal and assets for investment strategy with regard to the client risk profile and lifetime cash flow Produce clear
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