Current Vacancies at Oasis Crescent

Qualifications & Requirements

• Qualified B.Com / B.BusSci with a specialization in marketing.
• 2 years experience required.
• Experience in Project Management and/or production management beneficial.
• Proficient knowledge of Microsoft Office (Word, Excel, Power Point, Outlook with an emphasis on Excel).
• Excellent communication skills, both written and verbal with a high level of English fluency.
• Excellent time management, analytical and numeric skills.
• Good interpersonal and negotiation skills.
• Willing to work after hours and travel nationally and internationally when required.

Responsibilities

• Administrative support to the marketing department.
• Creating and maintaining current supplier databases for the department including marketing material; promotional material; sponsorship; press; PR; events and corporate branding.
• Manage the administration of advertising, marketing / promotional projects within the department.
• Responsible for managing the quote and payment process in-line with the corporate procurement policy.
• Be fully involved in the execution of events with the event coordinator.
• Assist with the coordination of event logistics as required.
• Management of stock levels.
• Ensure communication and regular report-backs to the different hubs within the marketing department.
• Contribute towards the structure and maintenance of information and records for the department.
• Assist with the production and distribution of all communication material in line with the company’s requirements, which includes monthly fund information sheets, annual reports, newsletters and meeting packs.
• Assist in the planning & implementation of the department calendar.

Attributes

• Strong Academic Records.
• Strong Verbal and written communication skills.
• Applies Lateral thinking.
• Ability to follow instructions and work efficiently to deliver results within the deadline allotted by managers.
• Demonstrate high level of professional work ethic and integrity.
• Attention to detail.

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Qualifications & Requirements

• Qualified B.Com/CA/BSc; CFP will be advantageous.
• FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
• 2+ years experience in the financial services industry.
• Education or background experience to include tax training.
• Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
• Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Proven sales track record and notable accolades.
• History of building strong relationships.
• Educational or experience background to include tax training.
• Drivers license required and should be willing to travel.

Responsibilities

• To generate leads, set up appointments, meet clients and close the deal.
• Service existing clients and will be expected to travel regularly.
• To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
• To obtain all necessary documentation (FICA documentation).
• To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
• To assist with ad hoc marketing drives in your region.
• To effectively service your clients that may be in other centres limited traveling may be required.
• Flexibility is required as clients from time to time request consultations outside of normal office hours.

In-House Corporate Trainer Specialising in Accounting and Tax Matters

Requirements

• CA with specific work experience as a trainer. 
• An additional B.Ed degree or Education Diploma would be an added positive.
• 5-10 years of post-articles experience lecturing at a Tertiary Institute (University or Technikon).
• Registered Assessor and Moderator would be advantages.
• Excellent communication, interpersonal, verbal and written skills.
• Ability to analyse psychometric profiles in conjunction with psychometrist to identify training needs of candidates.
• Should have a strong understanding of current accounting policies and tax, including international tax.

Responsibilities

• Administration of the SAICA Training Program, including acting as a SAICA accredited assessor (training will be provided).
• Providing guidance and support (including assistance with registration) to all staff that are enrolled in formal tertiary programs. This includes assisting them with conceptual understanding, where necessary, and conducting periodic assessments with the view of ensuring that they complete their studies within the prescribed timeframe.
• Designing and providing in-house training courses on all IFRS and tax updates and conducting assessments in respect of such training.
• Monitoring on-the-job training (including systems training) and recommending additional training where needed.
• Identifying training needs, in line with the long-term career path of staff, and recommending appropriate training interventions.
• Engagement with all relevant SETA’s.
• Adequate record keeping of all forms of training, including external, in-house and on-the-job training.

In-House Corporate Trainer Specialising In Regulatory Training

Requirements

• CA or B.Com LLB with specific work experience as a trainer. 
• A post graduate certificate in financial planning would be advantageous. 
• An additional B.Ed degree or Education Diploma would be an added positive.
• 5-10 years of post articles experience lecturing at a Tertiary Institute (University or Technikon) and/or industry.
• A registered assessor and moderator would be advantageous.
• Excellent communication, interpersonal, verbal and written skills.
• Ability to analyse psychometric profiles in conjunction with Psychometrist to identify training needs of candidates.

Responsibilities

• Developing and providing in-house training for staff that are writing the FAIS regulatory exams (RE1, RE3, RE4, RE5 and RE40). This includes the design of appropriate training material to facilitate absorption of the content.
• Developing and providing in-house training for staff that are writing the regulatory exams for the United Kingdom RO1 to RO6.
• Providing guidance and support (including assistance with registration) to all staff that are enrolled in formal tertiary programs. This includes assisting them with conceptual understanding where necessary, and conducting periodic assessments with the view of ensuring that they complete their studies within the prescribed timeframe.
• Designing and providing in-house training courses on all regulatory updates that impact the Oasis Group (including Acts of Parliament, board notices, circulars, etc) and conducting assessments in respect of such training.
• Providing in-house training for NQF4 and NQF5 Wealth Management courses.
• Monitoring on-the-job training (including systems training) and recommending additional training where needed.
• Identifying training needs, in line with the long-term career path of staff, and recommending appropriate training interventions.
• Engagement with all relevant SETA’s.
• Adequate record keeping of all forms of training, including external, in-house and on-the-job training.

Attributes

• Strong Academic Records.
• Strong Verbal and written communication skills.
• Applies Lateral thinking.
• Ability to follow instructions and work efficiently to deliver results within the deadline allotted by managers.
• Demonstrate high level of professional work ethic and integrity.
• Attention to detail.

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Qualification and Requirements

• Qualified CA (SA) (Passed Board Exams at 1st attempt) with B.Com Honours in Investment Finance or Accountancy (From a reputable University).
• 2-3 years of experience post articles within an Accountant / Applied Engineering / Mathematics field.
• Has completed articles with one of the Big 4 Audit Firms.
• A CFA qualification will be advantageous.
• Ability to prepare financial reports on companies.
• Ability to research and analyse companies and their industries in which they operate in.
• Good working knowledge of Advanced Microsoft (Excel /Word), VBasic Programming skills.
• Ability to utilise Bloomberg, Inet and Reuters Terminal Services.
• Excellent communication skills both written and verbal.
• Stable career history.

Duties

• Undertake comprehensive evaluation and analysis under the mentorship and guidance of Senior to ensure that a thorough due diligence is conducted before the firm undertakes an investment into a security on behalf of its client.

Involves the primary use of fundamental valuation skills such as:

• Evaluation of Long Term history
• Detailed financial analysis of financial performance and financial position of the company through evaluation of Balance Sheets, Income Statement, Cash Flow Statement, and Statement of Changes in Equity
• Management Interaction at the highest level will be undertaken, therefore the candidate must have exceptional communication skills, but must also be sufficiently prepared, and confident to handle such interactions.
• Ability to quantify risks relative to the expected return of an investment.
• Evaluate the impact of changes in macro and micro economic variable and its implications on the risk and return profile of a security.
• Evaluate regional and global developments and trends within the specific industry and quantify its implications with regard to future risk and returns of a security.
• Ability to prepare long term sheets and analyze history of a company over a long term period, this will include the analysis of Financial Stats, Profitability, valuation and Efficiency measures of a company in relation to its Markets and History.
• Ability to conduct quantitative analysis of companies looking at trend line and statistical numbers.