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Search Results: 19 vacancies
- ...experience (excluding article-only experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential. The role requires... ..., and brings an audit mindset with a strong understanding of risk management. A keen eye for detail, along with strong problem-solving...
- ...standards. c. Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from... ...in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative...
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...R 30,000 - 40,000 per month
...Understanding of insurance products and proposals Keeping abreast of developments within the industry. Evaluation of the risk Ability to negotiate terms with Insurers and Brokers Keeping detailed records of policies underwritten via internal CRM program...R 37,500 per month
...skills Ability to work under pressure and meet deadlines Outstanding communication and interpersonal skills Strong business acumen and risk awareness Efficiency-driven with a meticulous eye for detail A collaborative team player with a proactive mindset...- ...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...
R 480,000 pa
...various departments to ensure adherence to regulatory frameworks and internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1. Compliance Support and Record-Keeping Assist in drafting, reviewing...- ...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...
- ...all operational and HR activities of the organization. Manage risk to the organization and maintain resource effectiveness.... ...experience. Advanced computer literacy with experience in MS Office, and Sage Evolution. Unendorsed manual driver’s license. Highly...
- ...too. In this role you'll be playing a key role in managing the full internal investment process, overseeing the all the credit and risk within the funds managed. If you're looking for a change out of a corporate environment, or future career growth in the credit fund...
R 480,000 pa
...agreements Maintain accurate records on internal CRM systems Monitor and manage credit control for the assigned portfolio Evaluate risks and negotiate terms with insurers and brokers Keep up to date with industry trends and product developments Minimum...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...
- ...planning advantageous) ~ CFP® and RE5 (advantageous) ~ Strong organisational skills and attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial Why Apply? This is an opportunity to join a high-performing advisory...
- ...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,...
- ...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...
- ...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...
- ...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...
- ...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 service and...