Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client... with clients directly on behalf of the Wealth Manager e. Manage the process of preparation of client review packs...
budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal... with Finance Manager on special initiatives and cross-functional projects 6. Financial Management a. Regular comparison of fees...
. This is a full-time, office-based role reporting directly to the Finance Manager. What you'll be doing: You will manage the full... wealth, and corporate advisory. The South African office is based in the Southern Suburbs and offers a dynamic, youthful...
The incumbent will report to the District Manager and will be responsible to clean and keep the neatness of the office...
. General office administration including development and maintenance and basic Excel spreadsheets. Management of Refreshments... reconciliations thereof Taking minutes of meetings. May assist more than one manager. Requirements: Experience & Qualifications...