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- ...SUMMARY: Client Investment Tax Lead POSITION INFO: A leading financial services firm is seeking a highly analytical and detail... ...client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 1042...
- ...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 profile...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and...
- ...Shape Financial Compliance and Commercial Success! POSITION INFO: Role: Legal Advisor... ...Location: Claremont A premier wealth management group, known for its holistic approach... ...insurer, and treasury services. Our client is looking for a legal professional with...
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 Project Specialist to... ...of their fund operations strategy. Â The successful candidate will be instrumental in driving projects, improving...- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting... ...in this area. This dynamic team have a solid track record of success and this opportunity great exposure to experienced investment...
R 480,000 pa
...environment. The Ideal Candidate: The successful candidate will be a FAIS-accredited... ...working relationships with brokers , clients , insurers , and suppliers Provide... ...policy covers, terms, and conditions Manage the full underwriting process: quotes...- ...You will play a key role in enabling adviser success through strategic sales support, onboarding... ...while ensuring a consistently excellent client experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships...
R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...Marketing & Events: Coordinate and support events such as webinars, client functions, and exhibitions. Manage corporate websites (Wix) and...R 720,000 pa
...operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-articles... ..., and support legal and regulatory compliance reporting. The successful candidate will play a key role in improving financial...- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company... ...and general commercial matters . Drafting and vetting client documentation and correspondence . Liaising with external legal...
R 30,000 - 40,000 per month
...Responsibilities: Liaison with potential and existing brokers and clients, maintaining positive relationships by providing accurate and... ...Adherence to Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and Suppliers Processing...- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...of a more general commercial nature) Drafting and vetting of client documentation and correspondence Liaising with external...
- ...Accountant / Financial Reporting Specialist POSITION INFO: Our client is seeking a driven and detail-oriented Accountant/Financial... ...support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on special...
- ...and sell group life insurance solutions. This role involves engaging prospective clients, presenting value-based insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential. Requirements...
- ..., receiving visitors, and creating a 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...
- ...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...
- ...reporting aligns with business goals and provides actionable insights. e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling 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...
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,...- ...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...
- ..., we are expanding very fast as this year is going to be our biggest year of business in our existence as a company, with numerous clients & cities are being opened up through our business. Our business mission is to drive sales for trusted brands that work with us,...
- ...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...