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- ...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 POSITION INFO: We are seeking a highly experienced and qualified Legal Advisor to join a prominent group of companies specializing in non-banking financial services . This role is based in Cape Town . About the Group: The group...
- ...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
...: Are you a dynamic finance professional with a passion for operational excellence and project delivery within the asset management or... ...Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT, etc.) Liaise with external stakeholders (Trustees...- ...f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling and the... ...and effectively. 4. Team Support & Collaboration a. Provide operational support to finance team members, helping them work more...
R 720,000 pa
...Accountant / Financial Reporting Specialist to join their dynamic operations finance team. Reporting directly to the Finance Manager, this... ...and dashboards, enhance process efficiency, and support legal and regulatory compliance reporting. The successful candidate will...- ...create cash flow reports, assist with budgets and forecasts, ensure legal compliance reporting (SARB, SARS), and provide monthly Xero... ...communicate financial insights. Team Support: Provide operational support to finance team members and assist with financial management...
- ...currently held instruments on a total return basis. · Analysing legal documentation relating to bond issues and if required,... ...developments. · Assisting other members of the credit team with operational tasks and analysis. · Contribute to investment decisions...
- ...accounting or reporting issues Investigate and resolve outstanding queries related to accounting issues or reconciliation Provide operational involvement in the credit control and retention process Process on the policy administration system while considering the...
R 30,000 - 40,000 per month
...and Suppliers Processing quotes, new policies, renewals and endorsements Accurate management of portfolio Experience in operating with Insurer Binder agreements Insurance Knowledge Understanding of insurance products and proposals Keeping abreast...- ...submissions across both in-house and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-...
- ...Wealth Manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and...
R 480,000 pa
...Regulatory Excellence with a Leading Organization! POSITION INFO: Job Title: Compliance Associate Division/Department: Operations | Group Shared Services Reporting to: Head of Compliance Location: Claremont Position Summary: The Compliance Associate...- ...Morningstar Direct experience beneficial Why Apply? This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm
- ...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 of contact, the...
- ...budgeting process for the organization. Ongoing development, management, and improvement of the maintenance of internal financial operating controls and procedures, inclusive of retail processes and procedures. Manage team member/s and facilitate people development....