47 Financial Specialist jobs in South Africa

The Role

The FP&A Specialist is integral to the Group Finance function, providing comprehensive financial analysis, strategic insights, and decision-support to senior leadership. This role ensures alignment between financial performance and corporate strategy, facilitating effective planning, forecasting, and performance management across the group.

KEY RESPONSIBILITIES

• Lead the preparation of annual budgets and periodic forecasts, ensuring alignment with strategic objectives.
• Develop and maintain financial models, forecasts, and budgets to evaluate business scenarios and support decision-making.
• Perform variance analysis against budget, forecast, and prior periods providing explanations for variances and recommending corrective actions.
• Provide management reporting with clear insights and recommendations.
• Analyse business performance trends, KPIs, and drivers of profitability.
• Partner with business units to support strategic initiatives and resource allocation.
• Prepare scenario and sensitivity analyses to evaluate risks and opportunities.
• Consolidate financial information across entities/projects for group reporting.
• Develop and deliver presentations and reports for senior management, highlighting key financial metrics and trends
• Drive continuous improvement initiatives within the FP&A function to enhance reporting accuracy and timeliness.

KEY COMPETENCIES

• Strong ability to interpret and present complex financial information to non-finance stakeholders.
• Advanced skills in financial modelling and proficiency with financial software and ERP systems.
• Solid understanding of management reporting and business performance metrics.
• Analytical, detail-oriented, with strong problem-solving ability.
• Strong business acumen and commercial awareness.
• Ability to identify issues, analyse root causes, and implement effective solutions.
• Effective communication and collaboration across departments.

EDUCATION AND EXPERIENCE

• Bachelor's degree in Finance, Accounting, Economics, or related field (essential).
• Professional qualification (e.g., CIMA, CFA, CA(SA), SAIPA, ACCA) advantageous.
• 5–7 years' experience in financial planning and analysis or related roles, with experience in group-level reporting and analysis.
• Proven track record in budgeting, forecasting, and financial modelling.
• Experience in the renewable energy sector or other capital-intensive industries.

CHARACTER & ATTRIBUTES

• High integrity, confidentiality and professionalism.
• Ability to thrive in a dynamic and fast-paced environment.
• Works effectively within cross-functional teams and builds strong relationships with stakeholders.
• Proactively identifies opportunities for improvement and takes ownership of initiatives.
• Strong organisational and time management skills.

Employment Package Outline:

Salary:

Market-Related

Benefits:

Medical aid

Retirement contribution

Employee assistant programme

Professional development opportunities

Rewards:

Performance bonus

POPIA Compliance Notice:

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Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

• Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
• Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
• Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
• Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
• Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.

• Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
• Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

• A thorough understanding of compliance issues associated with financial advice and intermediary services.
• A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.

When it comes to putting people first, we're number 1.

The number 1 Top Employer in South Africa.

Certified by the Top Employer Institute 2025.

The purpose of the role is to execute performance management, forecasting, and reporting through coordination with appropriate business stakeholders to ensure accurate forecasting and delivery of results for Vodacom Business (VB). The support provided by the Specialist: VB Finance Business Partner is meant to ensure efficiency in operational and tactical decision-making, which is underpinned by robust financial reviews using analytics, business and commercial intelligence, and financial modelling

• Financial Planning: Develop and continually improve budgeting, financial projections, and operating forecast.
• Financial Reporting: Prepare monthly and quarterly financial reports for Vodacom and Vodafone. Provide analysis, insights, and controls over targets and actual performance measures and KPIs
• Operating expenditure management: Ensure accurate reporting of VB Opex and guide the business towards the achievement of Opex targets through budgetary controls and the delivery of Opex productivity initiatives. Partner with the business in reviewing operations and recommending new productivity or cost-saving initiatives
• Subsidiary (Xlink, Mezzanine, Nexio & IOT.Nxt) support and reporting: Track and reviewing monthly performance. Support with Budget process and ensure accuracy of forecasting.
• Month-end close process: Support Finance Operations to ensure accurate reporting of VB's financial results and position

• Minimum of 5 years relevant experience
• 2 years' experience in FBP or financial reporting
• SAICA articles would be an advantage
• Technology and Telco experience would be an advantage
• Technical/professional qualifications:
• Bachelor's degree in accounting, Actuarial science, or applied mathematics – essential
• Postgraduate qualification or finance professional qualification be an advantage e.g. CIMA, CA (SA), MBA – advantageous

Job-Related Skills:

• Strong financial reporting skills
• Analytical skills
• Advanced skills in MS Excel and PowerPoint
• Written and verbal communication skills.
• Sense of urgency.

We make an impact by offering:

• Enticing incentive programs and competitive benefit packages
• Retirement funds, risk benefits, and medical aid benefits
• Cell phone and data benefits, advantages fibre connection discounts, and exclusive staff discounts offered in collaboration with partner companies

Closing date for Applications: 28 September 2025.

The base location for this role is Midrand, Vodacom Campus.

The company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Vodacom is committed to an organisational culture that recognises, appreciates, and values diversity & inclusion.

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

The Financial Planning & Analysis Manager is responsible for managing an effective and efficient operation of the financial planning, analysis, reporting and accounting function. The Financial Planning & Analysis Manager supports management, especially the Controller, in decision making regarding Finance & Control and Business matters, with investigations, analyses, reports, presentations and advice.

He/She performs economic research and analysis for use in the development of business strategies and tactics and in the subsequent appraisal of the results. The Financial Planning & Analysis Manager may also prepare statistical studies (economic and financial) and forecasts for business conditions and trends and draws relevant conclusions. Additionally, provides the business management with accurate and reliable internal financial information and external financial statements regarding the performance and the valuation of the business for various stakeholders.

Job Description:
JOB CONTEXT
The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

Key Accountabilities
Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

Minimum Requirements

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

Our organisation:
Trouw Nutrition is the global leader in innovative feed specialties, premixes and nutritional services for the animal nutrition industry. Trouw Nutrition provides species-specific nutritional solutions consisting of feed concepts, products and nutritional know-how. The unique combination of products, models and services Trouw Nutrition offers, boosts productivity and supports animal health through all life stages, contributing to our customers' peace of mind. Trouw Nutrition's nutrition solutions have met the need of farmers and home-mixers, feed producers, integrators and distributors. Trouw Nutrition has locations in 25 countries and around 5000 employees. Our mission is Feeding the Future.

Equal Opportunity Employer:
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

Our client is seeking a highly motivated and detail-oriented Financial Operations Specialist to join our dynamic team. This is a pivotal role within their Solutions team, where your precision and commitment to excellence will directly impact their clients and business partners. If you are a proactive and collaborative professional with a passion for the financial services industry. You will be the cornerstone of our client administration, ensuring all instructions are processed with absolute accuracy and efficiency. Your work will uphold their high standards of service and compliance, maintaining the integrity of their client database and supporting critical business functions through meticulous reporting and query management.

Responsibilities:

Process Management: Accurately and efficiently process a wide range of client instructions, including new investments, redemptions, and changes to client details, ensuring all transactions are compliant with relevant legislation (e.g., FICA, POPIA, FATCA).
Data Integrity & Reconciliation: Conduct daily checks on transactions, monitor bank statements, and perform reconciliations to ensure all financial data is accurate and up-to-date.
Quality Assurance: Play a vital role in quality control by reviewing and verifying the work of colleagues to ensure accuracy and compliance with internal and legislative requirements.
Stakeholder Engagement: Collaborate closely with the Client Relationship and Operations teams, providing timely support and clear communication to resolve queries and ensure a seamless service experience.
Process Improvement: Identify opportunities to enhance existing systems and processes, assisting with system testing to drive continuous improvement within the team.

Qualifications and Experience:

A completed or in-progress undergraduate degree, preferably in Commerce or Finance.
Previous administrative experience in the financial services sector is required.
A background in Unit Trust or Retirement Fund administration would be a significant advantage.
High proficiency in Microsoft Office, particularly Excel.
A proactive mindset and a willingness to work overtime when necessary to meet deadlines.

Competencies:

Exceptional Attention to Detail: You have outstanding numerical skills and an unwavering commitment to accuracy.
Action-Oriented: You are a self-starter who can manage competing priorities and deadlines under pressure.
Collaborative Spirit: You thrive in a team environment and build strong working relationships across the business.
Effective Communicator: You can articulate information clearly and concisely, both verbally and in writing.
Accountability: You take full ownership of your work and are dedicated to delivering high-quality results.

We are seeking a dynamic and versatile 
Financial Operations Specialist
 to join our growing team. This is a unique hybrid role designed for a professional who is passionate about both finance and technology. You will act as the crucial link between our clients' core financial management and the systems they rely on, ensuring data integrity, operational efficiency, and strategic insight. You will work closely with experienced professionals, servicing dynamic clients across the globe and gaining invaluable experience in both management accounting and financial systems.

Key Responsibilities:

This role is a true blend of financial expertise and technical acumen. Your responsibilities will be split across two core functions:

Management Accounting & Financial Analysis:

• Financial Analysis: Assist in analyzing financial data to provide actionable insights that support strategic decision-making for our clients.
• Data Capturing & Management: Take responsibility for the accurate and timely recording of financial transactions and ensuring absolute data integrity.
• Reporting: Help craft financial statements, performance reports, and variance analysis to communicate financial health and opportunities.
• Stakeholder Collaboration: Work with C-Suite executives, Start-up Founders, Auditors, and Legal advisors to provide holistic financial solutions and consulting.

Financial Systems & Process Improvement:

• System Implementation: Execute the end-to-end implementation of software solutions, including evaluating client systems, mapping integration plans, preparing data, and ensuring a smooth transition.
• Process Optimization: Conduct in-depth examinations of client business processes to identify gaps and improvement opportunities, recommending enhancements or alternative software solutions.
• Custom Analytics: Develop and customize reports and dashboards within financial platforms that provide clients with a clear, real-time view of their operational performance.
• Client Training: Provide clear, effective training and ongoing user support to ensure clients successfully adopt and maximize the value of their financial software.

Qualifications:

• 1-3 years of experience in a role involving operations, logistics, supply chain, engineering, software development, accounting, business systems, or process improvement is needed.
• A foundational understanding of Financial Operations/Supply Chain/Logistics is a plus.
• Strong analytical and problem-solving skills, with a keen eye for detail.
• Excellent project management skills—you are a "finisher" who can manage timelines and drive projects to completion.
• Proficiency in Microsoft Excel is essential. Experience with cloud-based platforms (e.g., Xero, CIN7, Odoo, HubSpot) is a major plus.
• Excellent communication and interpersonal skills, with comfort in client-facing interactions.
• A proactive attitude and a genuine eagerness to learn new technologies and adapt in a dynamic environment.

Benefits:

• Competitive compensation package and performance-based bonuses.
• Comprehensive training and mentorship from experienced professionals.
• Exposure to a wide variety of industries and international business environments.
• Opportunity to contribute to meaningful projects that directly impact clients' success.

Must have US GAAP experience

Our client is a leading, globally integrated financial services organization. They are at the forefront of innovation and operational excellence, driving significant stakeholder value within the dynamic financial services sector. This is an exciting opportunity to join a fast-paced environment where you can make a tangible impact.

Are you a technically astute CA(SA) with a passion for financial reporting and consolidation? We are seeking a highly motivated individual to join our client's Group Finance team. This role offers a unique chance to hone your skills in a complex, dual-reporting environment, contributing directly to high-quality consolidated financial statements. You'll be instrumental in ensuring compliance with stringent international and local listing requirements, working with a global team and driving process improvements. If you thrive on detail, enjoy problem-solving, and are eager to grow within a reputable financial services leader, this is the role for you.

Responsibilities:

• Spearhead the monthly, quarterly, and annual preparation of consolidated financial statements under IFRS, ensuring accuracy and integrity.
• Oversee the end-to-end consolidation process for a diverse portfolio of entities across multiple jurisdictions.
• Contribute to the preparation of critical external reporting packs for JSE and NYSE filings, including integrated reports and annual disclosures.
• Collaborate effectively with external auditors, ensuring seamless interim and year-end audits.
• Champion technical accounting excellence by researching and applying IFRS and relevant US GAAP standards.
• Play a key role in the implementation of new accounting standards and group-wide policies.
• Ensure robust compliance with Sarbanes-Oxley (SOX) and internal controls over financial reporting (ICFR).
• Foster strong working relationships with global finance teams, providing guidance on reporting requirements.
• Support the enhancement and automation of consolidation and reporting processes, leveraging advanced systems.

Requirements:

Must-Haves:

• Qualified Chartered Accountant (CA(SA))
• Minimum of 2 years post-articles experience in a group finance or reporting function.
• Proven experience in group consolidations, multi-currency reporting, and intercompany eliminations.
• Exposure to US GAAP.
• Experience with JSE and/or NYSE reporting and regulatory compliance.
• Advanced proficiency in Microsoft Excel.

Should you not hear from us in two weeks from application, please consider your application unsuccessful.

We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. This role requires strong communication, customer service skills, and a solid understanding of financial services.

Key Responsibilities:

• Assist clients with financial transactions, inquiries, and account-related concerns.
• Support financial advisors or registered representatives in preparing reports, documentation, and client communications.
• Process and track investment transactions, payments, and reconciliations.
• Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).
• Maintain and update client records, financial statements, and account data.
• Handle client onboarding, including gathering necessary documentation and verifying financial details.
• Assist in preparing financial reports, statements, and presentations for internal and client use.
• Coordinate with internal teams for billing, invoicing, and account maintenance.
• Stay up-to-date with financial products, services, and regulations to provide accurate support.
• Identify and escalate financial discrepancies or issues to senior management.

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
• Experience in financial services, banking, or investment firms is a plus.
• Strong proficiency in financial software, CRM tools, and Microsoft Office Suite.
• Excellent communication and customer service skills.
• High attention to detail and strong organizational abilities.
• Ability to handle sensitive financial information with discretion.

Preferred Qualifications:

• Knowledge of investment products and financial regulations.

• Experience working with brokerage firms, wealth management, or banking institutions.

• Problem-solving skills and the ability to work in a fast-paced environment.

• FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.

Minimum Technical and Work Environment Requirements:

• Internet Connection:

• Primary internet connection with a minimum speed of 15 Mbps.

• Backup internet connection with at least 10 Mbps.

• Backup connection must be capable of supporting work during a power outage.

• Primary Device:

• Desktop or laptop equipped with at least:

• Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.

• A minimum of 8 GB RAM.

• Backup Device:

• Must meet or exceed the performance of an Intel Core i3 processor.

• Must be functional during power interruptions.

• A functioning webcam.

• A noise-canceling USB headset.
• A quiet, dedicated home office space.
• Peripherals and Workspace: A smartphone for communication and verification purposes.

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
• Work-Life Balance at Its Best:Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.