with Bloomberg and Iress 4. Analytically minded 5. At least 3 years’ experience in an investment firm dealing with high-net-worth...
See yourself being part of a large, transformational change? This could be the role for you! Who we are At Iress... and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better every day. Iress...
Iress), ensuring accurate and up-to-date client data. Ensure strict compliance with FAIS, FICA, and POPIA regulations... Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms...
Iress), ensuring accurate and up-to-date client data. Ensure strict compliance with FAIS, FICA, and POPIA regulations... Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms...
. CRM & Compliance Management: Maintain and update CRM systems, particularly iress, to ensure accurate and efficient client... enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements. Office Management Support...
. CRM & Compliance Management: Maintain and update CRM systems, particularly iress, to ensure accurate and efficient client... enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements. Office Management Support...
script transfers and loads fees on the IRESS system. Ensures all electronic documents are uploaded onto the internal system...
script transfers and loads fees on the IRESS system. Ensures all electronic documents are uploaded onto the internal system...