Key Responsibilities:Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external…
Key Responsibilities:Product set-up, maintenance & record keepingManaging & controlling all transactions processed between relevant partiesSet-up &…
Key Responsibilities:Trade process- understanding of end-to-end trade process, ability to capture trade instructions & follow the process through to…
Key Responsibilities:Ongoing interaction with IFAs to drive net flows to the firm’s funds and to retain existing asset basePromotion of the firm’s brand and…
Responsibilities:Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external and…
Key Responsibilities:Implement and apply a risk-based approach to CISCAAssist with the compilation and evaluation of the group Risk Management and…
Key Responsibilitites:Manage and oversee intercompany accounts.Monthly management reports Review and approval of journals.Prepare statutory tax schedules…
Key Responsibilities:Assist with month-end close process relating to journal entries, bank and account reconciliations.Support the finance department with…
Key Responsibilities:On the investment side:Support the implementation process for portfolio rebalances and reallocations.Support the management of the…