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- ...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...
- ...a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position: Wealth Management...
- ...leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and... ...tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including...
- ...and dashboards. b. Continuously improve data pipelines and visualization for real-time... ...forecasts in support to the Financial Manager f. Provide assistance to the Financial... ...Excel, and other reporting tools. • Strong analytical, communication, and presentation skills...
- ...to finance team members and assist with financial management. Project Management: Lead reporting projects... ...Zap BI Key Skills: Financial reporting and data automation Power BI and Excel Analytical, communication, and presentation skills Cash flow...
- ...Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on... ...Fulfilling a Database Administration role, including database support, analytics, and reporting HOURS: ~ Monday to Friday: 08:00 – 17:00...
- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article... ...premium transactions to check the accuracy of system data Perform group scheme member premium reconciliations and liaise...
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... ...and regulatory frameworks (e.g. FSCA, ASISA) Highly analytical with excellent problem-solving abilities Strong organisational...R 720,000 pa
...operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-articles... ...and ideally tools like Zap BI or Power Automate ~ Excellent analytical, communication, and presentation skills ~ Strong...- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...be a distinct advantage High attention to detail Highly analytical and numerate Self-starter who is results driven Please...
R 480,000 pa
...internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1.... ...policies, procedures, and risk assessments. Compile and analyse data to support the preparation of audit reports and compliance reviews...- ...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 fiduciary services, is seeking an experienced...
- ...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 Responsibilities: As a Legal Advisor, you...
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...- ...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 QUALIFICATION LLB; admitted...
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...- ...process for fixed 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 and Responsibilities · Liaise with arrangers, issuers and ratings agencies on...
- ...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...
- ...post-qualification experience working at a professional quantity surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts from inception to final account. Prepare detailed cost estimates...
- ...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...