and ROA's (including cash flow forecasts). To keep up to date with technical issues and undertake the necessary Advice Process Implementation of recommendations Make changes to clients' investments as instructed Ensure
and ROA's (including cash flow forecasts). To keep up to date with technical issues and undertake the necessary Advice Process Implementation of recommendations Make changes to clients' investments as instructed Ensure
requirements o Review of planned legislative changes, and make recommendations of changes required in risk control skills, knowledge and general development. • Back up support for colleagues, as required. Key requirements
requirements o Review of planned legislative changes, and make recommendations of changes required in risk control skills, knowledge and general development. • Back up support for colleagues, as required. Key requirements
(office based position) Full function accounting duties up to Trial balance, including payroll responsibilities 2 staff members. Full function accounting duties up to Trial balance, including payroll responsibilities
within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and third-party investment administration instructions and follow-ups, with a minimum of 3-5 years experience in this area
within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and third-party investment administration instructions and follow-ups, with a minimum of 3-5 years experience in this area
work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain
work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain
investment objectives • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers investment objectives • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers