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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area:... ...Paraplanners where necessary and as per business requirements) 2. Legislative Compliance... ...financial planning environment assisting Family Officers and/or Wealth Managers and/or...
- ...Red Ember Recruitment is seeking to hire a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including... ...Advanced computer literacy with experience in MS Office, and Sage Evolution. Unendorsed manual driver’s...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...skills and attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial Why...
- ...hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance... ...only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential.... ...Support the accounting function for the business Accurately and efficiently capture and...
- ...Location: Claremont A premier wealth management group, known for its holistic approach to... ..., and a passion for enabling sound business decision-making through legal insight.... ...Technical Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe...
- ...reports d. Ensure reporting aligns with business goals and provides actionable insights.... ...and forecasts in support to the Financial Manager f. Provide assistance to the Financial... ...SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel,...
- ...ideal candidate will have strong proficiency in SQL and Microsoft Office (Word, Excel, PowerPoint), along with an industry-relevant IT... ...to optimize performance and meet both technical and business requirements. This is an excellent opportunity to grow within a...
- ...solving and optimizing performance to meet both technical and business requirements is essential. POSITION INFO: A recent professional... ...the current code base, including ensuring proper code management and version control Developing new solutions based on business...
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...- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource... ...for: Providing legal support to various group companies and business units, such as wealth management, asset management, collective...
- ...escalating and driving remediation within operational teams. Review business rules, forms, and system inputs to ensure alignment with tax... ...and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 104...
R 37,500 per month
...operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations... ...Outstanding communication and interpersonal skills Strong business acumen and risk awareness Efficiency-driven with a meticulous...- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...Excellent contract drafting skills Accountability Business insight Strong communication skills Problem-solving abilities...
- ...operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on... ...or similar; CA(SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key Skills: Financial reporting...
- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...Ability to analyst corporate credit for mid-sized businesses would be a distinct advantage High attention to detail Highly...
R 480,000 pa
...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 Agreements and Binder...- ...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...
- ...class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and... ...· Chartered Accountant · BCom Accounts · Business Science – finance, economics, actuarial, quantitative management...
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
...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,...- ...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 much faster. Our values are simple, and attitude based, we are expanding very...
- ...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...