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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM profile...
The Recruitment Council
Claremont, Cape Town24 days ago - ...Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial... ...skills, with experience in financial planning support, client documentation, and compliance. Key Responsibilities: Prepare client onboarding...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago R 420,000 pa
...support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities: Marketing... ...Support: Administer SharePoint dashboards and marketing documentation. Ensure smooth functioning of marketing systems (Mailchimp,...The Recruitment Council
Claremont, Cape Town3 days ago- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...including financial services agreements and general commercial documents Draft and vet client documentation and correspondence...
The Recruitment Council
Claremont, Cape Town10 days ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource... ...general commercial matters . Drafting and vetting client documentation and correspondence . Liaising with external legal service...
The Recruitment Council
Claremont, Cape Town21 days 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... ...inefficiencies and assist in streamlining operations QA, document and sign-off on new specifications and operational changes...West Coast Personnel
Claremont, Cape Town21 days ago- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource... ...general commercial nature) Drafting and vetting of client documentation and correspondence Liaising with external legal service providers...
The Recruitment Council
Claremont, Cape Towna month ago R 480,000 pa
...internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1.... ...Assist in drafting, reviewing, and updating compliance documentation including policies, procedures, and risk assessments. Compile...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and... ...instruments on a total return basis. · Analysing legal documentation relating to bond issues and if required, following up with internal...
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 ago- ...-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...
The Recruitment Council
Claremont, Cape Town22 days ago 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...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...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...
The Recruitment Council
Claremont, Cape Town24 days ago - ...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...
CA Financial Appointments
Claremont, Cape Towna month ago 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...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...
- ...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...
- ...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...
