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Search Results: 26 vacancies
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...skills and attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial Why...
- ...team. The ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article-only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential. The role requires someone who...
R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...services is advantageous. Skills & Tools: Strong command of MS Office (Excel, Word, PowerPoint, Outlook). Design proficiency with Canva...- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...services sector Technical Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe Expertise in financial...
R 720,000 pa
...dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-... ...field ~ Strong proficiency in Power BI, Excel, and the MS Office Suite ~ Experience with Xero, SharePoint, and ideally tools...- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...if applicable) CA(SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint...
- ...operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on... ...or similar; CA(SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key Skills: Financial reporting...
- ...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. 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...
- ...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 contributes to the company’s purpose of delivering...
- ...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...
- ...existing development code base, including patches and enhancements Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on business requirements Understanding business processes and aligning...
- ...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...
- ...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 software experience...
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...R 37,500 per month
...Description: Are you a dynamic finance professional with a passion for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations Project Specialist to join their high-performing team and...- ...-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 filings Withholding tax testing and validation Data...
- ...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...