Latest Jobs at BDO South Africa

Description

• BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners

Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:

• Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
• Process new business applications timeously and accurately, with strong follow-up discipline
• Process increases, amendments and servicing requests on existing business
• Ensure accurate workflow and data capture on Elite Wealth and internal systems
• Prepare and submit documentation packs for onboarding and servicing
• Liaise with clients proactively, ensuring clear communication of progress updates
• Maintain electronic client records, ensuring compliance with regulatory and internal requirements
• Support Financial Planners pre- & post-client meetings
• Engage in ongoing professional development and contribute to a positive team culture

Requirements
You will be required to have:

• Senior-level experience in Financial Services administration – supporting Financial Planners and/or Healthcare Consultants
• Grade 12 or equivalent
• Computer literacy and strong MS Office skills
• Clear and professional written and verbal communication skills
• A Higher Certificate in Financial Planning would be advantageous

This position will require somebody with the following competencies:

• Exceptionally organised with strong time management
• Professional communication style and client-first mindset
• Ability to work methodically with a high level of accuracy
• Proactive problem-solving and follow-through
• Positive team contributor with a willingness to learn and grow
• Ability to manage competing priorities and deadlines

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Description

• BDO Business Services Outsourcing Services has vacancies for an Intermediate Accountant who will help in maintaining/managing portfolios of monthly and annual accounting clients.

Competencies:

Perform the following annual engagements:

• Annual write-up of accounting records utilising the firms preferred software tool, i.e., Xero, SAGE Online, Pastel Partner
• Compilation Engagements in terms of ISRS 4410
• Accounting Officer Engagements in terms of Close Corporations Act
• Ensuring that proper planning is performed before execution
• Ensuring BDO SOP’s are followed at all times
• Proposing journals to client (via Senior / Manager)
• Communicating with clients and making engagement arrangements, discuss engagement results
• Drafting AFS per IFRS and IFRS for SMEs preferably on Caseware
• Performing tax computations for companies, close corporations and trusts (including SBC’s, special allowances (s12C, s12E, etc)
• Monthly accounting - processing accounting transactions and reconciliations to Balance Sheet, preparation of management accounts and calculation and reconciling of VAT and PAYE
• Managing own WIP and budgets on engagements
• Updating Manager and Partner on progress of engagements
• Mentoring junior staff both on the job and generally
• Assist other staff members where needed
• Outsourced projects when needed
• Other duties as may be required in line with the position

Requirements:

• BCom Financial Accounting
• Ability to work in a team and independently 
• Good communication skills, internal and external, both written and verbal
• Working knowledge of most commonly used accounting packages (for reporting purposes and ad-hoc processing)