Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors accurately actioned. Role is ideally suited to applicants with previous brokers' assistant, or brokers' experience specifically dealing with investment administration instructions and follow-ups, with a minimum of all necessary documentation relating to administration of local and offshore investment instructions invoices for ad hoc fees • Preparation of trust administration requirements, and all payments relating thereto
Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors accurately actioned. Role is ideally suited to applicants with previous brokers' assistant, or brokers' experience specifically dealing with investment administration instructions and follow-ups, with a minimum of all necessary documentation relating to administration of local and offshore investment instructions invoices for ad hoc fees • Preparation of trust administration requirements, and all payments relating thereto
Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation with administration team to process recommendations as per Advice Process General administration Prepare
Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation with administration team to process recommendations as per Advice Process General administration Prepare
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity:
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity: