Wealth Admin

3 weeks ago

Bellville, South Africa CA Support Full time

A financial services company in Bellville is looking for a Wealth Manager Administrator to provide professional administrative support to the Wealth Manager. Responsibilities include client onboarding, maintaining client records, and ensuring compliance with industry regulations. The ideal candidate has 3–5 years in the financial planning sector and is fluent in English and Afrikaans. Reliable transport is essential for this role. Apply online for consideration.#J-18808-Ljbffr

  • Wealth Admin

    3 weeks ago

    Bellville, South Africa HR Genie Full time

    A financial services firm in Bellville is seeking a highly skilled Junior Bookkeeper to assist Advisors with clients' financial reviews and investments. Core responsibilities include processing business for new and existing clients, managing client relationships, and general administration tasks. Candidates should have Matric and 2-3 years of experience in...

  • Admin & Financial Assistant: Academy: Bellville

    1 week ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...