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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and...
- ...Personal Assistant 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...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...allocation reports, proposals, and financial needs analyses Assist with onboarding complex client structures (local and offshore)...
- ...retailer in South Africa with over 170 stores across the country. Our team of experts is looking for passionate and driven sales assistants to join the Absolute Pets family at one of our growing stores in Claremont. If you want to join our team, these are a few of...
- We are a direct Sales and Marketing Company, and we are looking for individuals who are looking for opportunity to advance themselves in the Sales & Marketing field and are willing to learn each of our phases of our business be able to propel their careers in this industry...
R 720,000 pa
...Reporting Specialist to join their dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with... ...Managers Collaborate across departments and assist finance team members operationally Manage reporting...R 37,500 per month
...Job Description: Are you a dynamic finance professional with a passion for operational... ...and project delivery within the asset management or fund operations space? My client is seeking... ...Identify process inefficiencies and assist in streamlining operations QA,...- ...Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance... ...Support & Collaboration a. Provide operational support to finance team members, helping them work more efficiently. b....
- ...reports and dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal compliance... ...Team Support: Provide operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and...
- ...in Claremont, Cape Town, is seeking a qualified and experienced Accountant to join their finance 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...
R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...Create engaging internal and external communication content. Assist Wealth Managers with on-brand collateral and marketing support....- ...Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on... ...aligning these requirements within a development environment Assisting senior developers with any overflow workload Implementing development...
- ...contributing to Fixed Income research and the management of Fixed Income portfolios.... ...credit exposures and developments. · Assisting other members of the credit team with operational... ...Accounts · Business Science – finance, economics, actuarial, quantitative...
- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...interpretation and analysis Advise on new business ventures and assist with the legal implementation of initiatives Ensure legal...
- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource... ...Advising on legal considerations for new business ventures and assisting with their legal implementation . Providing advice on compliance...
- ...Review and test capital gains tax calculations and end-of-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...
R 480,000 pa
...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, and updating compliance documentation including...- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...on legal considerations relating to new business ventures and assisting with the legal aspects of implementation of these Advice on...
- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...and defaults Complete monthly risk reports for all funds Assist with completing forecast cash flows for all funds, fortnightly...
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...retail management would be advantageous and exposure in field finances and fundraising of NPO’s. Proven team leadership capabilities...
- ...role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support... ...reception environment. Duties and Responsibilities Greet and assist visitors and clients. Operate the switchboard and redirect...
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...R 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...- ...and training while ensuring a consistently excellent client experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent financial advisers and brokerage firms. Drive business development...
- ...involves engaging prospective clients, presenting value-based insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential. Requirements Key Responsibilities Develop and implement...
- ...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...