Key ResponsibilitiesOn the investment sideSupport the implementation process for portfolio rebalances and reallocations.Support the management of the daily…
Key ResponsibilitiesManage the full accounting function, including general ledger, journals, and reconciliationsPrepare monthly management accounts and…
Responsibilities includeBusiness ConsultingnbspProvide strategic advice on mergers, acquisitions, financial restructuring, and other critical business…
Key ResponsibilitiesPrepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external…
Key ResponsibilitiesAssist in the preparation of compliance-related documentsEnsure proper maintenance and filing of compliance-related records and…
Key ResponsibilitiesAuditingnbspScrutinising financial statements meticulously to ensure accuracy, compliance with regulations, and the absence of fraud or…
Key ResponsibilitiesWorkflow amp Work ManagementProactively manage AWD dashboards and email communicationsMake strategic decisions on case escalations with…
Key ResponsibilitiesNew client Onboarding, Requires gathering of information and assist on completion thereof, including FICA and KYC.Ad Hoc client queries…
Key ResponsibilitiesResponsible for preparation of monthly management accountsLeading the month-end process, including preparation of management accounts,…
Key ResponsibilitiesImplement the finance strategy across all departments, ensuring alignment with the estates overall business goals.Develop, monitor, and…
Key ResponsibilitiesManage flow of work items Instructions, queries, requestsResolve rejections via email or telephonicManage exceptions of internal and…
Key ResponsibilitiesDevelop and maintain automated Power BI reports and dashboards.Continuously improve data pipelines and visualization for real-time…
Key ResponsibilitiesPrepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external…
Key ResponsibilitiesAssist with month-end close process relating to journal entries, bank and account reconciliations.Support the team with preparing and…
Key ResponsibilitiesContribute to the development and implementation of financial policies, procedures and processes.Preparation and presentation of group…
Key ResponsibilitiesManage and support finance teamReview month end files each monthReview management packs each monthPresentation and discussion of…
Key ResponsibilitiesProvide servicing and support on all portfolio products Preservation, Pension and Provident Funds, Retirement Annuities, Savings…