Search Results: 3 vacancies
...Prepare Financial Needs Analysis for both new and existing clients.
Preparation of meeting packs for Family Office clients.
Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
Constant innovation of client...
The Recruitment Council
Claremont, Cape Town
more than 2 months ago
...assess system functionality and identify requirements for a seamless transition to SaaS.
Lead the gathering of requirements and drafting of specifications, ensuring clear alignment with business needs.
Conduct user acceptance testing to validate new...
...all relevant parties.
~ Organise and maintain accessible records of emails and other communication about individual transactions, drafts, and finalised agreements and supporting documentation through developing and utilising filing and retrieval systems of documents....
