Investment Assistant

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients.Responsibilities: Processing of New Business and existing business (Investments, Risk Business, Medical Aid, Trusts,...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.admin|assistant|insurance|investment|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.administration|administrator|financial administrator|senior administratorMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence...

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Filing, capturing client data, updating spreadsheets and word documents; Followup all client transactions, implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;...

Job description:PSG has an exciting opportunity for an Office Manager at our Somerset West office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.Responsibilities: Manage of team of adviser assistants and support staff. Develop and implement standard operating procedures and create efficiencies....

A well-established property and investment company based in Somerset West, Helderberg is seeking to employ a Junior Bookkeeper to join their expanding business on a permanent basis.Duties: Capturing of bank statements, bond accounts, interest schedules Capturing supplier and customer invoices. General bookkeeping. Reconciliation of bank accounts, statements...

GENERAL WORKERDoves is a 100% black owned Company and one of the largest funeral directing companies in Southern Africa. Doves runs a national network in excess of 160 branches in all 9 provinces, providing insurance, funeral services and related products. Doves is an authorised financial services provider with its funeral insurance underwritten by DGH Life...

administration|financial services|insuranceKey Duties and Responsibilities include but not limited to:Supporting sales reports via Salesforce Onboarding New Private Clients Updating client information where required i.e. beneficiaries, contact details etc Understanding the products, sales information, AML, supporting IFA's Obtaining valuations from 3rd...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust ManagerKey Duties and Responsibilities: Manage clientt questions and queries Attend to all administrative...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times. Key duties & responsibilities:Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.Attend to...

A great opportunity for an experienced Property Portfolio Manager at a well-established company in the residential property fund industry. The company is situated in Somerset West.Key Responsibilities: Administrative duties Handling of all correspondence of the Legal Entity / Association Scheduling meetings Taking Minutes Handling of all maintenance and...

Western Cape, Somerset WestDo you have at least 1 year's experience in an office environment preferably within finance or insurance roles?Are you able to provide high levels of professional support to the business in respect of inward queries and requests from clients and distribution partner / IFA's?THE ROLEThe Business Support Officer reports to the Client...

Somerset West, Western Cape - SalesSales Representative (JB3215)Somerset West / Western CapeR to R a month + CommissionDuration: PermanentApplication closing date: 20 June 2023A Wealth Creation and Business Development Group of Companies is seeking a motivated Sales Representatives to join their team. They specialize in Trusts, Accounting, and Venture...

Faircape Health, a division of the Faircape Group, owns and manages six luxury lifestyle villages with state-of-the-art and technologically advanced Healthcare Centres at each village.We are seeking an experienced Senior Enrolled Nurse to provide high-quality care at our facility in Somerset West, Heritage Manor.The Senior Staff Nurse, is an Enrolled Nurse...

Faircape Health, a division of the Faircape Group, owns and manages six luxury lifestyle villages with state-of-the-art and technologically advanced Healthcare Centres at each village.We are seeking an experienced Temporary Senior Enrolled Nurse to provide high-quality care at our facility in Somerset West, Heritage Manor.**The Senior Staff Nurse, is an...

Purpose of the roleProvide administrative support and assistance to the People & Culture Department and ensure effective, accurate and timeous processing of administrative tasks and responsibilities assigned to the position. Operate as Liaison person to all restaurant employees with regards to any People and culture-related matters.People & Culture...

Faircape Health provides the full continuum of care at six world-class healthcare facilities located on-site at six luxury, retirement villages.The services of experienced, compassionate Carers for day shifts are required at our facility Bridgewater Manor in Somerset West. The successful incumbent will administer care to patients inclusive of frail, mental...

DOVES (PTY) LTD (''The Company'') has a great opportunity for a suitably qualified Funeral Arranging Officer to be based at the Doves office, Somerset West, Western Cape region.Doves is a 100% black owned Company and one of the largest funeral directing companies in Southern Africa. Doves runs a national network in excess of 160 branches in all 9 provinces,...