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Search Results: 23 vacancies
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-...- ...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...
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-... ...finance team members operationally Manage reporting-related projects and support special initiatives Review fees, service...- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...efficiently. b. Foster collaboration across teams to ensure smooth project execution. c. Step into support role for the team when they...
R 480,000 pa
...internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1.... ...documentation to ensure consistency, accuracy, and completeness. 2. Project and Remediation Support Provide support in the execution...- ...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 fees,...
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...fundraising of NPO’s. Proven team leadership capabilities. Proven project management experience. Advanced computer literacy with...
- ...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,...
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...- ...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...
- ...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...- ...-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...
- ...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...
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...- ...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...