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Search Results: 21 vacancies
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...directly on behalf of the Wealth Manager e. Manage the process of preparation of client review packs (with assistance from administrative...
- ...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...
- ...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...
- ...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 these requirements within a development environment...
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 37,500 per month
...operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations... ...be instrumental in driving projects, improving operational processes, ensuring compliance, and collaborating across departments to...- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...) g. Monthly updates and reports on Xero regards trusts 2. Process Optimisation a. Analyse existing financial reporting processes...
R 720,000 pa
...dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-... ..., real-time financial reports and dashboards, enhance process efficiency, and support legal and regulatory compliance reporting...- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...playing a key role in managing the full internal investment process, overseeing the all the credit and risk within the funds...
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...- ...Financial Reporting Specialist. If you''re passionate about improving processes, automating tasks, and creating high-quality financial reports... ...support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on...
- ...searching for a Credit Analyst to support the credit function process for fixed 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...
- ...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...
- ...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...
- ...-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,...- ...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...