Financial Advisor Assistant

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office. Key Responsibilities: - Provide expert financial advice and planning to...

Job DescriptionMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;Filing,...

A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure...

Company OverviewHelderberg Personnel is an elite financial services and investment concern based in Somerset West.We are seeking a highly skilled and experienced administrator to join our team of Financial Advisors.

We require a Professional Office Assistant to join our team in Somerset West.Job SummaryThis role involves providing administrative support to a financial advisor, including secretarial duties, correspondence, and client interactions.The successful candidate will be responsible for preparing meeting documentation, application forms, and follow-ups, as well...

Direct message the job poster from ZAQ Group of CompaniesThe ZAQ Group is looking for an Assistant Financial Controller to assist in the management of statutory and regulatory reporting functions for a UK Project.Key AccountabilitiesAssist in the delivery of statutory, management and regulatory reporting requirementsLead the delivery of the implementation of...

Job DescriptionAs a Senior Financial Planner Support Specialist, you will be responsible for assisting our Financial Planners in delivering high-quality services to our clients. This includes producing detailed illustrations, conducting research, and writing reports.ResponsibilitiesAssist in producing full illustrations and cash flow models.Research and...

Job Description: We are seeking a highly skilled Professional Accountant to join our team. As a key member of our finance department, you will be responsible for drafting financial statements that meet regulatory standards.Key Responsibilities:Draft financial statements in compliance with regulatory requirements.Analyze financial data thoroughly to ensure...

Job DescriptionMint Kulca (Pty) Ltd is seeking a highly skilled and experienced Financial Manager to join our team. The ideal candidate will have a strong background in accounting, financial analysis, and management.Duties & ResponsibilitiesReport directly to the Chief Financial Officer and provide support in managing the company's financial...

Helderberg Personnel requires an experienced professional for the role of Administrative Support Specialist in Somerset West.Job DetailsThis position involves providing administrative support to a financial advisor, including secretarial duties, correspondence, and client interactions.The successful candidate will be responsible for preparing meeting...

About the RoleThis is an exciting opportunity for a competent individual to provide administrative and secretarial support to the Cape Metropole District Manager and Senior Agricultural Advisor.ResponsibilitiesMaking photocopies and receiving or sending e-mails/facsimileDistributing documents/packages to various stakeholders as requiredKeeping and...

Job OverviewHelderberg Personnel is seeking a highly skilled Accountant to join their dynamic financial team. As a key member of the team, the successful candidate will be responsible for providing expert accounting support to the Financial Manager.

A client-centric financial planning team is seeking the assistance of a Trust Officer Assistant to join their stable and experienced team based in Somerset West.The successful candidate will be responsible for providing administrative support to the Trust Officers, handling follow-up correspondence with clients, beneficiaries, and third-party providers,...

Financial Administrator (POS25028)Somerset WestR 15 000 to R 20 000 pmJob Purpose:As a Financial Administrator, you will be responsible for maintaining financial records, handling accounts payable and receivable and assisting in the overall financial management of the organisation. Your attention to detail, proficiency with financial software, and ability to...

Overview Reference: POS24341a Salary: ZAR15,000 - ZAR20,000/month Job Location: South Africa -- City of Cape Town -- Somerset West Job Type: Permanent Posted: 31 October 2024 Financial Administration/ Controller (POS 24341) Job Purpose: As the Financial Administrator, you will be responsible for maintaining financial records, handling...

OverviewReference: POS24341aSalary: ZAR15,000 - ZAR20,000/monthJob Location: South Africa -- City of Cape Town -- Somerset WestJob Type: PermanentPosted: 31 October 2024Financial Administration/ Controller (POS 24341)Job Purpose:As the Financial Administrator, you will be responsible for maintaining financial records, handling accounts payable and...

Talent Genie is seeking a skilled Financial Controller to oversee the financial management of our organization. The successful candidate will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the smooth operation of our financial processes.Key responsibilities include:Maintaining accurate and...

Financial Planning TeamA client-centric team is seeking a Trust Officer Assistant to provide administrative support. The ideal candidate will be based in Somerset West and have experience in financial planning.Key Responsibilities:Process local and offshore investment instructions, including redemptions, switches, and transfers. Prepare relevant documents...

Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...

Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...