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