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  • Description

  • Job Description:

    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

    Filing & saving of client Agreements & FICA

    Opening of client accounts with 3rd parties

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

    Daily cash and unit reconciliation of our funds


    Financial Diploma / Certificate

    Knowledge of FICA

    Computer literate

    Organised and attention to detail

  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Years of experience: 3
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Job summary

  • Financial Assistant

  • Umgungundlovu, KwaZulu-Natal

  • Company

    Winningfinance Personnel
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Salary

    R 15.000,00 monthly

  • Apply now