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- ...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...
- ...a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position: Wealth Management...
- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...opportunity to provide high-level legal guidance across a diverse portfolio that includes wealth management, asset management, collective...
R 30,000 - 40,000 per month
...providing 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
...operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations... ...operational changes Collaborate on launching new funds and portfolio enhancements Drive compliance with regulatory changes...- ...Fund Tax Reviews: Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures. Review and test capital gains... ...client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 104...
- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ..., assess covenants, analyse management accounts and monitor portfolios for expiry and defaults Complete monthly risk reports for...
R 480,000 pa
...motivated and detail-oriented professional to take ownership of a portfolio within a well-supported, tech-forward environment. The Ideal... ...expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business , renewals...- ...income products and analysis of credit as an asset class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and Responsibilities · Liaise with arrangers, issuers and ratings agencies on upcoming and existing...
- ...qualified and experienced Accountant to join their finance 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,...
- ...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...
- ...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...
- ...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...
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...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,...- ...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...
- ...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 Receptionist...
- ...post-qualification experience working at a professional quantity surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts from inception to final account. Prepare detailed cost estimates...
- ...Red Ember Recruitment is seeking to hire a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate governance and statutory compliance of all 3 entities i.e. Provide strategic financial support...
- ...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...