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- ...SUMMARY: Client Investment Tax Lead POSITION INFO: A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms...
The Recruitment Council
Claremont, Cape Town25 days ago - ...The group encompasses a diverse range of entities, including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company . Key...
The Recruitment Council
Claremont, Cape Town24 days ago R 37,500 per month
...& Implementation Support the execution of the collective investment strategy and product solution Identify process inefficiencies... ...with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background...West Coast Personnel
Claremont, Cape Town24 days ago- ...POSITION INFO: Legal advisor The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company. LOCATION Cape Town...
The Recruitment Council
Claremont, Cape Towna month ago - ...opportunity to provide high-level legal guidance across a diverse portfolio that includes wealth management, asset management, collective investment schemes, a linked long-term insurer, and treasury services. Our client is looking for a legal professional with a commercial...
The Recruitment Council
Claremont, Cape Town13 days ago - ...operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist... ...to the company’s purpose of delivering long-term service and investment excellence to clients by maintaining a professional and...
- ...their career in this area. This dynamic team have a solid track record of success and this opportunity great exposure to experienced investment professionals and future career growth potential, too. In this role you'll be playing a key role in managing the full internal...
CA Financial Appointments
Claremont, Cape Towna month ago - ...issues or reconciliation Provide operational involvement in the credit control and retention process Process on the policy administration system while considering the impact on operational processes and clients Prepare and send out monthly reports for insurers,...
Status Staffing
Claremont, Cape Town3 days ago - ...development Investigating current development trends and proposing potential new practices to the team Fulfilling a Database Administration role, including database support, analytics, and reporting HOURS: ~ Monday to Friday: 08:00 – 17:00 Should you meet...
Status Staffing
Claremont, Cape Town3 days ago R 480,000 pa
...measures. Track project progress, prepare reports, and escalate issues that may affect timelines or outcomes. 3. Commpay Administration Accurately capture estimates and actuals in Commpay and Xplan for Wealth Managers. Collaborate with the fees department...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...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 Town28 days ago - ...and developments. · Assisting other members of the credit team with operational tasks and analysis. · Contribute to investment decisions made by the team · Analyse and understand economic cycles and interpret economic variables. · Valuation...
- ...to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance. Key...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...Provide our customers with world class service Ensuring the store is fully stocked and orders placed accordingly knowledge of administration and IT systems Adhering to all company policies and procedures Its important that you have a passion for retail and love...
- ...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 alternatives to...
