Secretary / Personal Assistant : Financial Broker
2 weeks ago
**Duties and responsibilities**:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients.
The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region.
The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.
Responsibility will include:
- Client services
- Operational support for Portfolio Managers and CRMS
- Marketing support
- Office management
**Requirements for this role is**:
- Matric
- 2-3 years in the financial services industry required.
- Relevant tertiary education or courses.
- Financial Services Industry[SR1]
- Understanding of FAIS and FICA legislation
**Job Types**: Full-time, Internship
Pay: R15 000,00 - R18 000,00 per month
Ability to Commute:
- Somerset West, Western Cape (required)
Ability to Relocate:
- Somerset West, Western Cape: Relocate before starting work (required)
Application Deadline: 2024/02/26
-
Paraplanner / Admin Assistant for Financial
2 days ago
Somerset West, South Africa Trulogic Financial Services Full time**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...
-
Executive Personal Assistant
7 days ago
Somerset West, South Africa Helderberg Personnel Full timeA well-established transport company, based in Somerset West, requires an experienced **Executive Personal Assistant **to assist with the obligations of the Managing Director and Financial Manager personal assistant **Requirements**: - MUST have Code B drivers licence and own transport - Available after normal working hours and on short...
-
Administrative Assistant
3 days ago
Somerset West, South Africa Pro-Match Recruitment Full time**Job Title: Administrative Assistant for a Financial Advisor in Pretoria East** **Job Summary**: We are seeking a highly organized and detail-oriented Administrative Assistant to join our team as a key support role for our insurance brokerage. This role involves managing paperwork, communicating with clients and insurance providers, and assisting the...
-
Financial Assistant
3 days ago
Somerset West, South Africa Finovate Full timeOur client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. **Responsibilities**: - Assist the Financial Manager in daily tasks like: - Reconcile various bank accounts - Various other recons (for example software subscriptions) - Update of fixed asset...
-
Company Secretarial Officer: 8086 Sj
5 days ago
Somerset West, South Africa Exceed Hr Full time**Reference**: 8086 SJ **Consultant: Sone Johnson** - Rendering company secretarial - and statutory services to d - Registering and recording changes for companies and close corporations. - Conducting research on company legislation. - Liaising with third parties such as CIPC and SARS. - Assisting with the filing of dividend tax returns with SARS. -...
-
Data Capture
2 weeks ago
Somerset West, South Africa Latitude Resource Full timeA small expanding Financial Accounting, Consulting & Services business is seeking to employ an Data Capture to join their current Strand/Somerset West based team on a permanent basis. The company currently offers Book Keeping, Accounting, Tax and Consultancy services to wide range of small, medium and large clients based across South...
-
Personal Assistant and Business Account
3 days ago
Somerset West, South Africa Noki Smart Tech Group Full time**Admin Job Description** As an IT specialist and consultation company with various start-ups under its wing, Noki Smart Tech Group is looking for a dynamic admin and personal assistant with strong administrative and communication skills. **Job Title: Administrative and Personal Assistant** **Skills Required**: 1. Proficient in speaking English. 2. Good...
-
Executive Personal Assistant to Group CEO
4 days ago
Somerset West, South Africa Rola Recruitment Full time**Job Advert Summary**: **Salary structure**: - Basic monthly salary - Provident fund & Medical aid benefits **Minimum Requirements**: - Previous Personal Assistance to Senior Executive member experience of at least 5+ years essential - Motor industry experience preferential. - Bachelor's degree in communications or a related field required. - Excellent...
-
Personal Assistant- North West Central
Found in: beBee S ZA - 4 weeks ago
North West,, South Africa Metropolitan Full timeMetropolitan’s job vacancy, Career and Recruitment Job title : Personal Assistant- North West Central jobs in North West Job Location : North West, Deadline : May 05, 2024 Quick Recommended Links Jobs by Location Job by industries Requirements Formal Qualifications Grade 12 or equivalent qualifcation Office administration, secretarial or equivalent...
-
Personal Assistant- North West Central
Found in: beBee S ZA - 3 weeks ago
North West,, South Africa Metropolitan Full timeMetropolitan’s job vacancy, Career and Recruitment Job title : Personal Assistant- North West Central jobs in North West Job Location : North West, Deadline : May 05, 2024 Quick Recommended Links Jobs by Location Job by industries Requirements Formal Qualifications Grade 12 or equivalent qualifcation Office administration, secretarial or equivalent...
-
Investment Assistant
3 days ago
Somerset West, South Africa Merand Corbett & Associates Full timeFinancial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...
-
Financial Controller
Found in: Adzuna ZA B C2 - 1 week ago
somerset west, South Africa Adzuna ZA B C2 Full timeThe role will also include team management, developing process and procedures, implementing improvements, tax compliance, advising the business on accounting best practice, statutory requirements, and accounting deadlines for individual and corporate pension schemes.Responsibilities: Provide exemplary levels of professional accountancy skills to ensure the...
-
Investment Assistant
Found in: Adzuna ZA B C2 - 1 week ago
Somerset West, South Africa Adzuna ZA B C2 Full timeRequirements:Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar roleKnowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills)Fully bilingual (Afrikaans & English)Drivers license and own reliable transportAble to work...
-
Investment Assistant
Found in: Whatjobs ZA C2 - 6 days ago
Somerset West, South Africa Merand Corbett & Associates Full timeRequirements: Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar role Knowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills) Fully bilingual (Afrikaans & English) Drivers license and own reliable...
-
Customer Success Assistant
4 days ago
Somerset West, South Africa Finovate Full timeDo you love accounting, but also enjoy working with people? We have the perfect job opportunity for you at a leading FinTech company in Somerset West. Our client, a leader in the property management industry, is looking for a young, dynamic person to join their team. **Experience & Education**: - An accounting or similar financial degree/diploma is...
-
Administrator
7 days ago
Somerset West, South Africa Latitude Resource Full timeA well established and growing financial practice firm in Somerset West is looking for an Administrator to join their team on a permanent basis. The firm operates within a large variety of industries, ranging from, accounting, tax administration and planning, business and transactional consulting, secretarial services, wills, estate planning and...
-
Paraplanner
7 days ago
Somerset West, South Africa PSG Konsult Full time**Job description**: PSG has an exciting opportunity for a Paraplanner at our Somerset West office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker. - Manage of team of adviser assistants and support staff. - Develop and implement standard operating procedures and create efficiencies. - Ensure...
-
Premium Administrator
4 days ago
Somerset West, South Africa Exceed Recruitment and Human Resource Consultants Full time**Reference**:9418 CDS **Consultant**:Carina de Swardt - Ensure Debit order, stop orders and persal collections are executed according to the scheduled dates - Prepare the documentation for the authorization of the runs - Submit the run’s (files) to the various third parties according to the process with the SLA - Work closely with the Client services,...
-
Financial Officer
4 days ago
Somerset West, South Africa Rheinmetall Denel Munition (RF) (Pty) Ltd Full time**Financial Officer** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer** - Ref.Nr.: - **ZA00469** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR **The Financial officer** is responsible for the full creditors administration, including...
-
Financial Manager
Found in: Whatjobs ZA C2 - 6 days ago
West Coast District, South Africa CA Financial Appointments Full timeI have an exciting opportunity for a Financial Manager to join a growing logistics company based in Cape Town. The ideal individual will be an experienced Financial Manager, someone who is ambitious, detail focused and hands on. Responsibilities: Prepare budgets and yearly sales forecasts Report on variances from budget, reasons for variances Evaluate...