Get new jobs by email
Search Results: 22 vacancies
- ...(excluding article-only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential. The role requires someone... ...credit control and retention process Process on the policy administration system while considering the impact on operational processes...
- ...Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client... ...in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative...
- ...high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support... ...skills and attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial Why...
- ...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...
- ...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-term...
- ...Group: 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 Responsibilities...
R 420,000 pa
...publishing, events, and basic copywriting. Experience in financial services is advantageous. Skills & Tools: Strong command of MS Office (Excel, Word, PowerPoint, Outlook). Design proficiency with Canva or Adobe Suite. Familiarity with Mailchimp, SharePoint, and WIX...- ...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...
- ...Self-motivated, results-driven, and able to work independently. Valid driver’s license and own reliable transport (travel throughout the province is essential). Proficient in Microsoft Office Suite and CRM platforms. TO APPLY: SEND YOUR APPLICATION & CV TO
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...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...- ...| 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 company. LOCATION...
R 720,000 pa
...accounting role ~ Postgraduate degree in Accounting or a similar commerce field ~ Strong proficiency in Power BI, Excel, and the MS Office Suite ~ Experience with Xero, SharePoint, and ideally tools like Zap BI or Power Automate ~ Excellent analytical, communication...- ...Commerce degree in Accounting or similar Professional registration (if applicable) CA(SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) • PowerBi • Xero • Zap BI (advantage) Personal profile...
- ...management experience is a plus) ~ Postgraduate Commerce degree in Accounting or similar; CA(SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key Skills: Financial reporting and data automation Power BI and Excel Analytical,...
- ...retention, development, and succession planning. Ideal Qualifications Bachelor's degree in Human Resources, Business Administration, or a related field. Most Important Attribute • Ability to work independently, manage multiple priorities, and...
- ...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 travel...
- ...experience in life or short-term insurance sales. Languages: Fluent in English and Afrikaans. Technical Skills: CRM systems, MS Office Suite (Excel, Word, Outlook). Other: Own reliable transport and a valid driver’s license (preferred). Key Competencies...
- ...• Applicants for the position must have at least 5 years of managerial experience • Applicants are required to have strong administrative and computer skills • Applicants must have an interest in persons with disabilities • Applicants must have strong communication...