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- ...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...
The Recruitment Council
Claremont, Cape Town24 days ago - ...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...
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... ...needed, and contributing to commentary on proposed regulatory changes on behalf of the group or directly to regulatory bodies ....
The Recruitment Council
Claremont, Cape Town21 days ago - ...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 filings...
The Recruitment Council
Claremont, Cape Town22 days ago - ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...advice b. Critically evaluate existing processes and recommend changes c. Review service provider agreements Required...
The Recruitment Council
Claremont, Cape Town24 days ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...to commentary on behalf of Citadel to ASISA or directly to regulatory bodies, on various proposed regulatory changes....
The Recruitment Council
Claremont, Cape Towna month ago 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... ..., document and sign-off on new specifications and operational changes Collaborate on launching new funds and portfolio...West Coast Personnel
Claremont, Cape Town21 days agoR 480,000 pa
...internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1.... ...5. Research and Analysis Conduct research on regulatory changes, industry developments, and best practices. Analyse and present...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...and risk within the funds managed. If you're looking for a change out of a corporate environment, or future career growth in the...
CA Financial Appointments
Claremont, Cape Towna month ago - ...maintain correspondence templates in Excel Develop a deep understanding of the OWLS system and its configuration Test system changes thoroughly to ensure functionality and accuracy HOURS: ~ Monday to Friday: 08:00 – 17:00 Should you meet all the requirements...
Status Staffing
Claremont, Cape Town7 days ago - ...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 in Microsoft Office (Word, Excel,...
Status Staffing
Claremont, Cape Town7 days ago R 420,000 pa
...initiatives. Your responsibilities will span digital and print design, event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities: Marketing & Communication Support: Support the execution of the group’s...The Recruitment Council
Claremont, Cape Town2 days ago- ...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 Town7 days ago - ...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...
The Recruitment Council
Claremont, Cape Town9 days ago 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 Town27 days agoR 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...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- ...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...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...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...
- ...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...
- ...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...
- ...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 corporate governance and statutory compliance of all 3 entities i.e. Provide strategic financial support...
- ...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...
