Wealth Plan Portfolio Assistant

Recruiter:

Status Staffing

Job Ref:

PC000863/SB

Date posted:

Friday, June 18, 2021

Location:

Capetown, South Africa

Salary:

Negotiable

SUMMARY:
Our client based in the Northern Suburbs is looking for a passionate WEALTH PLAN PORTFOLIO ASSISTANT to come make a difference in this fast paced environment. Be able to handle pressure and work to tight deadlines.

POSITION INFO:

Do you have finance knowledge with property consulting and wealth management experience? Are you comfortable with numbers and understand cashflows?
EMPLOYMENT TYPE   :        PERMANENT
SECTOR :        FINANCE
START DATE :        IMMEDIATE / A.S.A.P
DUTIES:
Prepare wealth plans
Assist GM with daily tasks
Be part of consultations and present when necessary
Maintain reports
REQUIREMENT:
3 – 5 years’ experience
BCom degree (Finance, Accounting, Management Accounting)
Advanced Excel
Organizational skills
Diligent
Hardworking
Analytical
Attention to detail
Interested? Apply on our website at www.------ or e-mail sabina@------ today.
Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.

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

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