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Search Results: 25 vacancies
- ...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, 104...
- ...POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director... .... The ideal candidate will have strong administrative and technical skills, with experience... ...with FAIS and FICA Compile asset allocation reports, proposals, and financial...
- ...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...
- ...various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury... ...and business units, such as wealth management, asset management, collective investment scheme management...
R 37,500 per month
...excellence and project delivery within the asset management or fund operations space? My client... ...the execution of the collective investment strategy and product solution Identify... ...Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous...- ...various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury... ...and business units (e.g. wealth management, asset management, collective investment scheme management...
- ...Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is seeking... ...wealth management, asset management, collective investment schemes, a linked long-term insurer, and...
- ...: An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting... ...success and this opportunity great exposure to experienced investment professionals and future career growth potential, too. In...
R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...identity is consistently applied across all platforms. Design assets using Canva, Adobe, or other DTP tools. Manage branded inventory...- ...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... ...tasks and analysis. · Contribute to investment decisions made by the team · Analyse...
- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding... ...credit control and retention process Process on the policy administration system while considering the impact on operational processes...
- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...articles experience • Advantage – experience in wealth and/or asset management Required Education Postgraduate Commerce degree in...
- ...Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on... ...potential new practices to the team Fulfilling a Database Administration role, including database support, analytics, and reporting...
- ...responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of... ...’s purpose of delivering long-term service and investment excellence to clients by maintaining a...
- ...operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on... ...Requirements: ~3-5 years of post-articles experience (Wealth/Asset management experience is a plus) ~ Postgraduate Commerce...
R 480,000 pa
...internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1.... ...issues that may affect timelines or outcomes. 3. Commpay Administration Accurately capture estimates and actuals in Commpay and...- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...organization and the retail stores as well as excellent management of assets register tasks. Achievement of internal and external audit...
- ...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 and/or...
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 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...