Posted on: 03 September 2019
ID 646902

Financial Assistant

Financial Assistant

Client reporting / reconciliations / calculations

Requesting monthly statements from 3rd parties

Typing Client Meeting Minutes from notes provided by the Private Client Consultant

Take on of new clients /redemptions - complete account opening documents & redemption forms

Requesting & checking of client FICA

  • Financial Diploma / Certificate
  • Knowledge of FICA
  • Computer literate
  • Organised and attention to detail
Occupation:
Financial Assistant
Finance jobs
More details
Salary:
12000 R per month


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