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- ...POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at... ...compliance with FAIS and FICA Compile asset allocation reports, proposals, and... ...attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative...
The Recruitment Council
Claremont, Cape Town21 days ago - ...Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is... ...Technical Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe Expertise...
The Recruitment Council
Claremont, Cape Town6 days ago - ...and forecasts in support to the Financial Manager f. Provide assistance to the Financial... ...Advantage – experience in wealth and/or asset management Required Education Postgraduate... ...SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel,...
The Recruitment Council
Claremont, Cape Town21 days ago - ...team members and assist with financial management. Project Management: Lead reporting projects... ...of post-articles experience (Wealth/Asset management experience is a plus) ~ Postgraduate... ...(SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company... ...group companies and business units, such as wealth management, asset management, collective investment scheme management, linked...
The Recruitment Council
Claremont, Cape Town18 days ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...of group companies and business units (e.g. wealth management, asset management, collective investment scheme management company,...
The Recruitment Council
Claremont, Cape Towna month ago R 37,500 per month
...Description: Are you a dynamic finance professional with a passion for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations Project Specialist to join their high-performing team and...West Coast Personnel
Claremont, Cape Town18 days ago- ...team. The ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article-only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential. The role requires someone who...
Status Staffing
Claremont, Cape Town4 days ago - ...SUMMARY: An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity has opened up within a boutique asset management client of mine in the credit space. My client is looking for...
CA Financial Appointments
Claremont, Cape Towna month ago - ...Services based at the client in Kenilworth. Manage the full financial function of the... ...stores as well as excellent management of assets register tasks. Achievement of internal... ...computer literacy with experience in MS Office, and Sage Evolution. Unendorsed manual...
R 720,000 pa
...dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-... ...field ~ Strong proficiency in Power BI, Excel, and the MS Office Suite ~ Experience with Xero, SharePoint, and ideally tools...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...to support the credit function process for fixed income products and analysis of credit as an asset class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and Responsibilities · Liaise with arrangers...
- ...is seeking a skilled IT Developer to join their growing team. The ideal candidate will have strong proficiency in SQL and Microsoft Office (Word, Excel, PowerPoint), along with an industry-relevant IT qualification. We're looking for someone with exceptional...
Status Staffing
Claremont, Cape Town4 days ago - ...all guests and clients. This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist contributes to the company’s purpose of delivering...
- ...existing development code base, including patches and enhancements Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on business requirements Understanding business processes and aligning...
Status Staffing
Claremont, Cape Town4 days ago - ...Claremont Cape Town Our consultant client in Claremont Cape Town is looking for a Personal Assistant with 5 years experience in office coordination, planning, bookings. arranging, and setting up meetings and functions. You need exceptional office software experience...
R 30,000 - 40,000 per month
...accurate and appropriate information on policy covers, terms and conditions Adherence to Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and Suppliers Processing quotes, new policies, renewals and endorsements Accurate...The Recruitment Council
Claremont, Cape Town24 days ago- ...-year adjustments. Assist in testing system changes impacting client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 1042-S, and 1099 filings Withholding tax testing and validation Data...
The Recruitment Council
Claremont, Cape Town19 days ago R 480,000 pa
...departments to ensure adherence to regulatory frameworks and internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1. Compliance Support and Record-Keeping Assist in drafting, reviewing,...The Recruitment Council
Claremont, Cape Townmore than 2 months agoR 480,000 pa
...relationships with brokers , clients , insurers , and suppliers Provide expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business , renewals , and endorsements Ensure compliance with Service Level...The Recruitment Council
Claremont, Cape Towna month ago- ...post-qualification experience working at a professional quantity surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts from inception to final account. Prepare detailed cost estimates...
- ...Attaining monthly Sales Budgets # Follow up on orders and Quotations to prevent delays # Resolve customer queries and goods # Manage sales and administrative functions # Responsible for the external sales function and customer satisfactions # Offering advice...
