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- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...Why Apply? This is an opportunity to join a high-performing advisory team in a role that combines operational execution with...
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM...
- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article... ...premium transactions to check the accuracy of system data Perform group scheme member premium reconciliations and liaise with...
- ...technologies. A strong aptitude for problem-solving and optimizing performance to meet both technical and business requirements is essential... ...the current code base, including ensuring proper code management and version control Developing new solutions based on business...
R 37,500 per month
...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 support the development, implementation, and ongoing...- ...communication skills, who is highly organized, eager to learn new technologies, and able to solve problems effectively to optimize performance and meet both technical and business requirements. This is an excellent opportunity to grow within a forward-thinking environment...
- ...class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and... ...· Valuation and dealing in fixed income assets. · Perform quantitative analysis on various assets and markets. ·...
- ...role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support... ...and deliveries. Oversee stationery and first aid supplies. Perform general administrative tasks. Provide excellent service and...
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...Provide Human Resource business partner advisory service. Perform other duties in support of team goals. Requirements B. Com...
R 420,000 pa
...initiatives. Your responsibilities will span digital and print design, event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities: Marketing & Communication Support: Support the execution of the group’s...- ...Financial Compliance and Commercial Success! POSITION INFO: Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is seeking an experienced...
- ...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...
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 720,000 pa
...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 experience and a passion for financial automation, reporting...- ...reporting aligns with business goals and provides actionable insights. e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling 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...
R 480,000 pa
...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,...R 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...- ...SUMMARY: An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity has opened up within a boutique asset management client of mine in the credit space. My client is looking for...
- ...communicate financial insights. Team Support: Provide operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on special initiatives. Financial Management: Regularly compare...
- ...and training while ensuring a consistently excellent client experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent financial advisers and brokerage firms. Drive business development...
- ...involves engaging prospective clients, presenting value-based insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential. Requirements Key Responsibilities Develop and implement...
- ...Attaining 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...