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Search Results: 22 vacancies
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM...
- ...a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position: Wealth Management...
- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article... ...of systems and processes to improve financial management Build and maintain relationships with clients and internal and external...
R 37,500 per month
...for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund... ...with external managers and providers Stakeholder Engagement Build strong relationships with internal teams (Compliance, Legal, Actuarial...- ...pipelines and visualization for real-time decision-making. c. Build, maintain, and enhance detailed cash flow reports d. Ensure... ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to...
R 480,000 pa
...meticulous attention to detail are a must. Key Responsibilities: Build and maintain strong working relationships with brokers ,... ...expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business , renewals...- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...license. Highly organized and professional. Relationship building/partnering. Results-driven and meets deliverables on time....
- ...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...
- ...range of entities, including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company . Key Responsibilities: As a Legal Advisor, you...
- ...Financial Compliance and Commercial Success! POSITION INFO: Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is seeking an experienced...
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...- ...-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...
- ...advisor The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company. LOCATION Cape Town QUALIFICATION LLB; admitted...
R 720,000 pa
...driven Accountant / Financial 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 strong post-articles experience and a passion for financial automation, reporting...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,...- ...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...
- ...communicate financial insights. Team Support: Provide operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on special initiatives. Financial Management: Regularly compare...
- ...If your answers to these questions are YES, then this is the opportunity for you. The graduate will be given a 18 month internship contract with The Building Company. This valuable work place experience opportunity will prepare you for future careers opportunities....
- ...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, issuers and ratings agencies on...
- ...welcoming and organized environment for 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...