and procedures for the advisory, fiduciary and consulting operations. The role also includes the accurate on behalf of business unit: internal and external (statutory) requirements o Review of planned legislative legislative changes, and make recommendations of changes required in risk control and operational procedures. Monitoring system, and recommendations of system changes required o FSP license changes as needed • Compliance monitoring: Technical queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and
and procedures for the advisory, fiduciary and consulting operations. The role also includes the accurate on behalf of business unit: internal and external (statutory) requirements o Review of planned legislative legislative changes, and make recommendations of changes required in risk control and operational procedures. Monitoring system, and recommendations of system changes required o FSP license changes as needed • Compliance monitoring: Technical queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and
beneficiaries and third-party providers, as well as internal department to ensure that investment and payment obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system) verifications preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances all client take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • • Preparation of trust administration requirements, and all payments relating thereto • Client liaison:
beneficiaries and third-party providers, as well as internal department to ensure that investment and payment obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system) verifications preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances all client take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • • Preparation of trust administration requirements, and all payments relating thereto • Client liaison:
be responsible for managing 2 staff members. Requirements - Qualifications and Experience Completed SAICA experience. ▪ Applied knowledge of IFRS. ▪ Knowledge of internal controls: identify and fix. ▪ Strong knowledge
Retail Division of our client's business. The job requires the candidate to work actively within a team but instructions with regards to: o Various legislative requirements relating to all applicable products o Completeness o Proof of payment or money transfer o FICA requirements complied with (where relevant) § Ensuring all all incoming work is captured within required turnaround times and before relevant cut off times. . § § Attending to queries from clients, IFA's and internal customers and responding to queries on time and
Retail Division of our client's business. The job requires the candidate to work actively within a team but instructions with regards to: o Various legislative requirements relating to all applicable products o Completeness o Proof of payment or money transfer o FICA requirements complied with (where relevant) § Ensuring all all incoming work is captured within required turnaround times and before relevant cut off times. . § § Attending to queries from clients, IFA's and internal customers and responding to queries on time and
Remuneration: market related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised of relevant experience in investments • Will be required to be a FAIS compliant representative or work understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including of some statistics Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised
Remuneration: market related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised of relevant experience in investments • Will be required to be a FAIS compliant representative or work understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including of some statistics Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised
opportunities Degree from mainstream university required, honours advantageous. Passion for the investment investment industry and building a career in the field required. Full-time permanent positions with reputable roles available. Degree from mainstream university required. Honours advantageous Good academic track record