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- ...SUMMARY: Wealth Management Associate | Claremont POSITION... ...Result Area: Main Activities: 1. Administrative support to Wealth Manager a.... ...client review packs (with assistance from administrative team... ...environment assisting Family Officers and/or Wealth Managers and...
The Recruitment Council
Claremont, Cape Town26 days ago - ...Job Headline: Wealth Management Associate – Support a Senior... ...candidate will have strong administrative and technical skills, with experience... ...financial needs analyses Assist with onboarding complex... ...detail ~ Proficiency in MS Office; XPlan and Morningstar Direct...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...Personal Assistant Claremont Cape Town Our consultant client in Claremont Cape Town is looking for a Personal Assistant with 5 years experience in office coordination, planning, bookings. arranging, and setting up meetings and functions. You need exceptional office...
- ...Our team of experts is looking for passionate and driven sales assistants to join the Absolute Pets family at one of our growing stores... ...fully stocked and orders placed accordingly knowledge of administration and IT systems Adhering to all company policies and...
- We are a direct Sales and Marketing Company, and we are looking for individuals who are looking for opportunity to advance themselves in the Sales & Marketing field and are willing to learn each of our phases of our business be able to propel their careers in this industry...
Chuma Hini Marketing
Claremont, Cape Towna month ago - ...hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance... ...experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential.... ...retention process Process on the policy administration system while considering the impact on...
Status Staffing
Claremont, Cape Town1 day ago - ...code base, including ensuring proper code management and version control Developing new... ...within a development environment Assisting senior developers with any overflow workload... ...to the team Fulfilling a Database Administration role, including database support,...
Status Staffing
Claremont, Cape Town1 day ago R 420,000 pa
...creation, internal communication, and brand management across the group of companies. Key... ...internal and external communication content. Assist Wealth Managers with on-brand collateral... ...Skills & Tools: Strong command of MS Office (Excel, Word, PowerPoint, Outlook)....The Recruitment Council
Claremont, Cape Town4 days ago- ...Location: Claremont A premier wealth management group, known for its holistic approach to... ...Advise on new business ventures and assist with the legal implementation of initiatives... ...Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe...
The Recruitment Council
Claremont, Cape Town11 days ago - ...various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a... ...legal considerations for new business ventures and assisting with their legal implementation . Providing advice...
The Recruitment Council
Claremont, Cape Town23 days ago R 37,500 per month
...and project delivery within the asset management or fund operations space? My client is... ...Identify process inefficiencies and assist in streamlining operations QA, document... ...Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous...West Coast Personnel
Claremont, Cape Town23 days agoR 720,000 pa
...team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA... ...Managers Collaborate across departments and assist finance team members operationally... ...proficiency in Power BI, Excel, and the MS Office Suite ~ Experience with Xero,...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury... ...relating to new business ventures and assisting with the legal aspects of implementation of these...
The Recruitment Council
Claremont, Cape Towna month ago R 480,000 pa
...contributing to the organisation’s overall risk management and governance objectives. Key... ...Support and Record-Keeping Assist in drafting, reviewing, and updating compliance... ...timelines or outcomes. 3. Commpay Administration Accurately capture estimates and...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance... ...applicable) CA(SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook,...
The Recruitment Council
Claremont, Cape Town26 days ago - ...for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist... ...Duties and Responsibilities Greet and assist visitors and clients. Operate the...
- ...and dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal... ...team members and assist with financial management. Project Management: Lead reporting... ...SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key Skills...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...Review and test capital gains tax calculations and end-of-year adjustments. Assist in testing system changes impacting client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 1042-S, and 1099...
The Recruitment Council
Claremont, Cape Town24 days ago - ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...and defaults Complete monthly risk reports for all funds Assist with completing forecast cash flows for all funds, fortnightly...
CA Financial Appointments
Claremont, Cape Towna month ago - ...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...
Status Staffing
Claremont, Cape Town1 day ago - ...experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent... ...or IFA role Tech Proficiency CRM systems, Microsoft Office Suite, and virtual meeting tools Other Requirements...
- ...insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential.... ...English and Afrikaans. Technical Skills: CRM systems, MS Office Suite (Excel, Word, Outlook). Other: Own reliable transport...
- ...class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and... ...credit committee on credit exposures and developments. · Assisting other members of the credit team with operational tasks and analysis...
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...experience. Advanced computer literacy with experience in MS Office, and Sage Evolution. Unendorsed manual driver’s license. Highly...
- ...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 and/or...
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...The Recruitment Council
Claremont, Cape Town29 days agoR 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...The Recruitment Council
Claremont, Cape Towna month ago
