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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities:... ...behalf of the Wealth Manager e. Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where...
- ...Personal Assistant 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...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...allocation reports, proposals, and financial needs analyses Assist with onboarding complex client structures (local and offshore)...
- ...retailer in South Africa with over 170 stores across the country. Our team of experts is looking for passionate and driven sales assistants to join the Absolute Pets family at one of our growing stores in Claremont. If you want to join our team, these are a few of...
- We are a direct Sales and Marketing Company, and we are looking for individuals who are looking for opportunity to advance themselves in the Sales & Marketing field and are willing to learn each of our phases of our business be able to propel their careers in this industry...
- ...code base, including ensuring proper code management and version control Developing new solutions... ...requirements Understanding business processes and aligning these requirements within a development environment Assisting senior developers with any overflow...
- ...Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance... ...Monthly updates and reports on Xero regards trusts 2. Process Optimisation a. Analyse existing financial reporting processes...
R 37,500 per month
...excellence and project delivery within the asset management or fund operations space? My client is... ...driving projects, improving operational processes, ensuring compliance, and collaborating... ...Identify process inefficiencies and assist in streamlining operations QA,...R 720,000 pa
...team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA... ...financial reports and dashboards, enhance process efficiency, and support legal and... ...Managers Collaborate across departments and assist finance team members operationally Manage...- ...opportunity has opened up within a boutique asset management client of mine in the credi POSITION... ...managing the full internal investment process, overseeing the all the credit and risk... ...monthly risk reports for all funds Assist with completing forecast cash flows for...
- .... If you''re passionate about improving processes, automating tasks, and creating high-quality... ...dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal... ...team members and assist with financial management. Project Management: Lead reporting...
- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...interpretation and analysis Advise on new business ventures and assist with the legal implementation of initiatives Ensure legal...
- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource... ...Advising on legal considerations for new business ventures and assisting with their legal implementation . Providing advice on compliance...
- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article... ...operational involvement in the credit control and retention process Process on the policy administration system while...
- ...Analyst to support the credit function process for fixed income products and analysis of... ...contributing to Fixed Income research and the management of Fixed Income portfolios.... ...credit exposures and developments. · Assisting other members of the credit team with operational...
- ...Review and test capital gains tax calculations and end-of-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...
- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...on legal considerations relating to new business ventures and assisting with the legal aspects of implementation of these Advice on...
R 480,000 pa
...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, and updating compliance documentation including...R 30,000 - 40,000 per month
...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 management of portfolio Experience...R 480,000 pa
...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 Agreements and...- ...role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support... ...reception environment. Duties and Responsibilities Greet and assist visitors and clients. Operate the switchboard and redirect...
- ...surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts... ...estimates, cost plans, and feasibility studies. Manage tender processes including BOQ preparation, evaluation, and adjudication....
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...the overall preparation and presentation of the annual budgeting process for the organization. Ongoing development, management, and...
- ...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...