Dimension Data Iqvia Ntt Data Ntt Data Intellistaff Exclusively Remote Ca Financial Appointments Jobs in Tokai | 6

... financial planning, previous investment research and portfolio analysis experienceMust be a Holder of or working towards a CFP certificationStrong Microsoft Office suite (excel) knowledgeStrong product, tax, wealth management and financial planning knowledgeMust be analytical and a ...

... database is accurately updated with client informationManage and complete presentations for client meetings and pitchesLiaise with central marketing team, ensure branding guidelines are applied to all presentations and proposalsMaintain library of templates on presentations, proposals ...

... Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needsManage and prepare for client meetings, quarterly, bi-annual, and annual ...

... data and streamline processes.Why Join Us? Step into a role where your financial acumen will help drive the success of a product loved worldwide. Be part of a supportive and dynamic team that values innovation, quality, and growth. If youre ready to take your career to the next level, this is ...

... and finance tasks that come your way with enthusiasm and problem-solving prowess.Be available during the financial year-end in December.Requirements:A BCom Accounting Degree.At least 5 years of experience in a similar role.Strong Excel skills to navigate complex data and streamline processes. ...