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- ...experience (excluding article-only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential. The role... ...credit control and retention process Process on the policy administration system while considering the impact on operational processes...
- ...including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked... ...Requirements: ~ Proficiency in Outlook packages, Microsoft Word, Adobe, Microsoft Excel, and Microsoft Teams . Competencies...
- ...includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked... ...COMPUTER COMPETENCY REQUIREMENTS Outlook packages, Microsoft Word, Adobe, Microsoft Excel, Microsoft Teams COMPETENCIES...
- ...Cape Town, is seeking a skilled IT Developer to join their growing team. The ideal candidate will have strong proficiency in SQL and Microsoft Office (Word, Excel, PowerPoint), along with an industry-relevant IT qualification. We're looking for someone with exceptional...
- ...experience, with 6+ years as a Legal Advisor in the non-banking financial services sector Technical Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe Expertise in financial services law and general commercial law Advanced contract...
- ...operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist... ...Proficient in using email, booking systems, and the Microsoft Office Suite (Word, Excel, Outlook, etc.) to perform daily tasks...
- ...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...
R 37,500 per month
...Minimum 5 yearsâ experience in a similar fund operations role Experience with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background in financial services, particularly asset management...- ...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...
- ...Experience Minimum 5 years in long-term insurance, ideally in a broker consultant or IFA role Tech Proficiency CRM systems, Microsoft Office Suite, and virtual meeting tools Other Requirements Valid driver’s license and reliable transport; flexibility to...
- ...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...