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  • Posted: Aug 12, 2021
    Deadline: Not specified
  • Our Purpose and our Mission We help global investors focus on investing and preserving capital in a sustainable and compliant manner. We are a trusted partner providing high quality personalized investor services. We help our clients and the sector to stay compliant. We act as a guardian and facilitate our client’s investments. Our people invest t...
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    Associate Manager - Corporate Services

    Company Description

    • IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

    Job Description

    The AM will be responsible for managing monthly accounting clients. This will include full ownership of the client relationship and report results to the Director who will discuss further with the clients. The AM is also responsible for reviewing annual financial statements (AFS) and manage the junior staff in this service line.

    Tasks (what does the role do on a day-to-day basis)

    Monthly management accounting:

    •        Discuss with the client the requirements in each specific case
    •        Execute the tasks agreed with the clients
    •        Ensure clients’ staff are performing their required duties
    •        Timely reporting to the Director
    •        Add value to our clients’ systems and processes


    Financial Statements review:

    •        Manage a team to ensure agreed deadlines are adhered to
    •        Coach junior staff
    •        Report any issues  noted from the review to the Director
    •        Manage client expectations
    •        Review AFS and ensure AFS is in accordance with the applicable reporting framework


    Key competencies for position and level 

    •        Customer focus
    •        Communicate effectively
    •        Self-development
    •        Collaborates
    •        Builds effective teams


    Key behaviours we expect to see

    In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

    •        Knowledge and insight of the accounting sector (at all levels e.g. VAT, payroll, secretarial, accounting etc.)
    •        Taking ownership of clients’ requests, be pro-active
    •        Manage teams (at clients or internal) and be able to work in a team environment
    •        Perform research to obtain the best solution for clients
    •        Look for inefficiencies in our clients’ systems and processes and enhance them
    •        Clear Director’s questions and comments efficiently
    •        Look for opportunities where we can add value to our clients, especially from a financial management perspective
    •        Prepare and review financial statements
    •        Communicate with auditors and resolve questions/comments effectively and on a timely basis
    •        Be able to have communications with SARS and find and agree solutions with SARS


    Education / professional qualifications

    • BCom Accounting Degree from university

    • Background experience

    • Completed SAICA training contract (articles)

    • 5 years experience (which includes articles) with at least 2 years managerial experience in an accounting environment


    • Solid knowledge of IFRS and related accounting frameworks (all industries)

    • Tax and related regulatory frameworks

    • Computer / program knowledge

    • MS Office (Word, Excel, Powerpoint, Outlook)

    • CaseWare

    • Pastel/Xero

    • SARS efiling

    • Company, product and market knowledge

    • Broad knowledge of all types of industries, but specific experience in the Management Company CIS and Retirement Funds environment will be very beneficial.

    • Financial Statements (IFRS)

    • Management and leadership

    • At least 2 years managerial experience


    • English & Afrikaans

    Additional Information

    At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

    Method of Application

    Interested and qualified? Go to IQEQ on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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