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Client Onboarding Coordinator

1 week ago

Randburg, Gauteng, South Africa Interdot Solutions Full time
Job Description

We are seeking a highly skilled Treasury Risk Officer to be the backbone for our Portfolio Manager, ensuring client presentations are on point. Your responsibilities will include:

  • Managing the onboarding of clients
  • Sorting of FICA documents
  • Conducting assessments of clients and analyzing their affairs
  • Maintaining and updating client lists
  • Providing tax statements and calculating expected Capital Gain Tax
  • Preparing new client reviews and proposals
  • Monitoring cash flow forecasting and client portfolios regularly

You will infuse your vibrant organizational skills to add value to client meetings, generate reports, and ensure that trades are executed flawlessly with precision and speed.

This role requires strong administrative and analytical skills, with the ability to work independently and as part of a team.