Search Results: 9 vacancies
...Perform Annual Financial Reviews with clients
Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to...
Rory Mackie & Associates
Cape Town, Western Cape
a month ago
R 30,000 - 35,000 per month
...of the School Management Team.Manage all aspects of financial operations, including budgeting, reporting, and auditing.Liaise with bankers, auditors, and government agencies to ensure financial compliance and optimization.Serve on the school governing body to aid in strategic...
...funds and forecasting of cash requirements in line with the funds policy/ies.
Oversee and enhance the relationship with the fund/s bankers.
Accounts
Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate...
...Qualification
Must have completed a Degree Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers)
Must have FAIS Accreditation Regulatory Examination Level 1
Minimum Experience Level
~ Must have 2-3 years in a relationship...
...visas.
Personal/ Other: Doing electronic banking. Going shopping when
required. Arranging lunches/ meals.
Banking: Deal with Private bankers. Arranging finance. Arranging forex
payments. A secretarial/ business/ administrative diploma would be
advantageous. Drivers...
...signatory on behalf of the Company.
Review and approve payments for various fund expenses.
Liaise with external parties such as Bankers, Lawyers and Regulatory bodies.
Ensure timely billing of Maitland fees.
Assist with training of junior members of staff and...
...Qualification
Must have completed a Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers)
Must have completed a FAIS Accreditation Regulatory Examination Level 1.
Essential Certifications
Minimum Experience Level...
...shareholder's meetings, circular resolutions and minutes/resolutions;
~Liaison with Board/Shareholders, beneficiaries, auditors, bankers and Lenders (as required);
~Preparation and filing of statutory forms with Companies and Intellectual Property Commission ("CIPC"...
BDO South Africa
Cape Town, Western Cape
27 days ago
...Committees by providing financial reports and information to ensure sound financial and operational governance.
Liaising with private bankers and assisting with any queries.
Liaising with SARS and assist with any queries.
Other adhoc tasks as and when needed....
