Wealth Management Administrator

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

**Job description**: **Responsibilities**: - Design acquisition strategies that attract and source high calibre talent - Interviewing and assessing prospective applicants and matching them into vacancies within the business - Continuous focus on identifying opportunities for improvement in Recruitment processes. - Drafting advertisements for use on company...

**Job description**: PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes. The Codes Administrator is accountable for finalising the broker codes end-to-end. **Responsibilities**: - Maintain and update records -...

Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: - R 20 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration: - R15 000 - R18 000 **Requirements**: - 3 -...

**Short-Term Insurance Administrator**: **Closing Date : 2024-02-15** **Closed : No** **Description**: Our client, operating in the financial services industry, has the abovementioned position available for a client-oriented individual with excellent administrative and organisational skills, paired with knowledge of short-term insurance products, to join...

Contact person for this position: Ronel Bakker Job overview My client in the wholesale bakery industry, is looking for an experienced Administration Manager to join their team in Bellville. Areas of Responsibility (Your duties will include but are not limited to) - General administration duties as required, filing, invoicing, calls to clients,...

**Who are we?** Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff...

Relevant NQF 6 Qualifications (supply chain, management, etc) - National Certificate (NQF 6) in Warehousing Operations will be advantageous. - Essential - Grade 12 (NQF 4) with Maths - Experience in WMS systems and SAP WMS will be advantageous - Own transport with a valid code 8 Drivers license or reliable transportation - Minimum 5 years’ experience in...

We are a Training Provider situated in Bellville Cape Town, looking for facilitators and assessors who are accredited in the following SETA's and qualifications: W&R SETA TETA MERSETA CATHSSETA Services SETA FOODBEV SETA - NQF3-National Certificate: Wholesale and Retail Operations (63409) - NQF4-Further Education and Training Certificate: W&R Management...

Post Number- 8022017- Faculty/Department- University of the Western Cape -> Natural Sciences -> Natural Sciences Faculty Administration- Type of Position- Permanent - Full Time- Length of Contract Period- Location- Main Campus - Bellville, WC ZA (Primary)- Closing Date- 15/12/2023**Role Clarification & Key Performance Areas** - Act as Personal Assistant to...

Our client, operating in the financial services industry and situated in Bellville, currently has the abovementioned position available for a detailed and driven individual with excellent communication skills (verbal & written), that can work accurately under pressure. **Essential qualifications, skills and experience**: - 2-3 years’ experience in a...

To oversee and optimise day-to-day business operations to ensure efficiency, compliance in the warehouse and distribution, and manage expenses within the budget. **Experience**: - 5+ years of progressive experience in operations/administration management, preferably within the wholesale & distribution or related industries. - Proven track record of...

Report Writer Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals. **Responsibilities** - Coordinate and implement paraplanning processes and procedures - Evaluate products that is appropriate to structure equitable proposals for financial clients - Manage all paraplanning related tasks - Assist with...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

This 3-month contract - it could be longer - is ideal for an experienced CREDITORS CLERK / ACCOUNTS PAYABLE ADMINISTRATOR to join this dynamic and busy team. With your WEALTH of experience, you will assist a busy team in taking the pressure off them. In short, we seek a knowledgeable person with a great personality and skillset. You will have at least 3...

Published - January 26, 2024 - Location - Bellville, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary - Salary - R8 000 - R13 000 **Description**: Administrator - Bellville - R8 000 - R13 000 Are you a dynamic individual with a passion for organization and a keen eye for detail? We're looking for a dedicated and...

Post Number- 8033662- Faculty/Department- University of the Western Cape -> Natural Sciences -> Institute for Microbial Biotechnology and Metagenomics- Type of Position- Fixed Term Contract- Length of Contract Period- 1 year- Location- Main Campus - Bellville, WC ZA (Primary)- Closing Date- 7/3/2024**Role Clarification & Key Performance Areas** The...

**Role** To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

OUR WELL-ESTABLISHED NATIONAL HUMAN RESOURCES CONSULTANCY FIRM, IN BELLVILLE, REQUIRES THE SERVICES OF A **PAYROLL ADMINISTRATOR** REQUIRED SKILLS & EXPERIENCE: - Matric is essential - At least 3-5 years’ relevant working experience on SAGE VIP Payroll - Proficiency in Microsoft Office Suite is essential - Fully bilingual (English and Afrikaans) - Strong...

Communicate, coordinate and forecast all local bulk logistics - SAP BOM administration - Manage the coordination, documentation, and related communication in terms of imports - Provide shipping instructions to shipping agents - Track all shipments to ensure compliance and on time delivery. - Negotiate shipping and transport rates as required - Identify...