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Financial Assistant

Company:
Topstar Workers
Location:
Somerset West, Western Cape, South Africa
Salary:
NG
Posted:
November 06, 2019

Description:

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

Sending all original FICA & Account opening forms to the different 3rd parties

Computer literate

Organised and attention to detail

To apply send cv to: