Accounts Assistant

SUMMARY:
Accounts Assistant

POSITION INFO:

This Accounts Assistant role will assist the Management Accountant with the fees/commissions process for the Financial Advisers (Wealth Managers) within the business. 

Experience required:

Proven experience in the financial planning and wealth management industry of at least 3-5 years

•           Knowledge of various financial products and service provider fees and commissions

•          MS Word

•           MS Excel (intermediate or advanced)

•           MS PowerPoint

•           XPlan or other industry related packages (Commpay and XPlan a definite advantage)

Personal competencies

•           Strong numerical capabilities

•           Attention to detail

•           Planning, organising and high attention to detail

•           Ability to work very well in a team

•           Fluent in English (verbal and written)

•           Ability to take own initiative           

Previous experience in the administration of fees and commissions for Financial Advisers/Planners/Wealth Managers is essential

NB! This job is now closed. You can apply for other jobs by uploading your CV.