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- ...SUMMARY: Legal Advisor POSITION INFO: We are seeking a highly experienced and qualified Legal Advisor to join a prominent... ...including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked...
- ...SUMMARY: Legal Brilliance Wanted – Shape 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...
- ...SUMMARY: Legal Advisor | Claremont 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...
R 37,500 per month
...Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT, etc.) Liaise with external stakeholders (Trustees... ...with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background...R 720,000 pa
...and cross-functional teams to develop insightful, real-time financial reports and dashboards, enhance process efficiency, and support legal and regulatory compliance reporting. The successful candidate will play a key role in improving financial workflows, supporting...- ...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 like) g. Monthly updates and reports on Xero regards trusts 2. Process...
- ...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,...
- ...Reporting: Develop and automate Power BI reports and dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal compliance reporting (SARB, SARS), and provide monthly Xero updates for trusts. Process Optimization: Analyze and automate...
- ...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...
- ...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...
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...- ...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...
- ...Advise on appropriate through-the-cycle pricing for new and currently held instruments on a total return basis. · Analysing legal documentation relating to bond issues and if required, following up with internal legal counsel. · Reporting to internal credit...
- ...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 contributes to the company’s purpose of delivering long-...
- ...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...