Kloof KZN
R15 000 – R20 000pm
Minimum 3 – 5 years experience in an investment and planning environment with a relevant tertiary qualification.
Responsibilities include
- Prepare documentation for client meetings / signing documents in the fiduciary process
- Compile investment proposals
- Generate and structure agenda for meetings and quarterly reports on every client
- Accurate loading of values to generate cashflow
- Perform calculations in terms of fund allocation
- Balance portfolios
- Basic tax calculations and seek tax directive
- Loading and calculating of recoupment options
- Phoning clients to request documentation and set up appointments
- Liaise with finance division in respect of recoupments and debtors
- Ensure that fiduciary, wills and estate planning documents are compliant
- Update FICA and FAIS
For more information contact Gay on 011 325-1973 or email gay@matchworks.co.za