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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative partner to the...
R 480,000 pa
...SUMMARY: Exciting Opportunity: Compliance Associate Wanted – Drive Regulatory Excellence with a Leading Organization! POSITION... ...Job Title: Compliance Associate Division/Department: Operations | Group Shared Services Reporting to: Head of Compliance...- ...POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm... ...join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven...
R 37,500 per month
...SUMMARY: Job 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...- ...Representing group companies in negotiations of contractual provisions with external suppliers . Representing the group at ASISA (Association for Savings & Investment South Africa) as needed, and contributing to commentary on proposed regulatory changes on behalf of the...
- ...accounting or reporting issues Investigate and resolve outstanding queries related to accounting issues or reconciliation Provide operational involvement in the credit control and retention process Process on the policy administration system while considering the...
R 30,000 - 40,000 per month
...and Suppliers Processing quotes, new policies, renewals and endorsements Accurate management of portfolio Experience in operating with Insurer Binder agreements Insurance Knowledge Understanding of insurance products and proposals Keeping abreast...- ...submissions across both in-house and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-...
R 720,000 pa
...services firm is looking for a highly motivated and detail-driven Accountant / Financial Reporting Specialist to join their dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-articles...- ...Wealth Managers b. Communicate complex financial insights clearly and effectively. 4. Team Support & Collaboration a. Provide operational support to finance team members, helping them work more efficiently. b. Foster collaboration across teams to ensure smooth...
- ...Communication: Create presentations for senior stakeholders and clearly communicate financial insights. Team Support: Provide operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work...
- ...Reporting to internal credit committee on credit exposures and developments. · Assisting other members of the credit team with operational tasks and analysis. · Contribute to investment decisions made by the team · Analyse and understand economic cycles...
- ...creating a welcoming and organized environment for 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...
- ...budgeting process for the organization. Ongoing development, management, and improvement of the maintenance of internal financial operating controls and procedures, inclusive of retail processes and procedures. Manage team member/s and facilitate people development....