Offshore Administrator

Western Cape, CPT - Southern Suburbs Market Related Salary This new vacancy has been created within our client's investment administration team, at their offices in Southern Suburbs. This role is responsible for collation of offshore investment instructions. Role is ideally suited to applicants with **previous offshore investment administration...

**Responsibilities**: - The Portfolio Administrator provides administrative support to the team in ensuring accurate and timely processing of all related requests - Daily updating of various spreadsheets, which includes the following: - Monitoring of negative balances - Monitoring of scrip/cash movement - Closure of accounts - Send updated spreadsheets to...

Exciting opportunity for an experienced Investment Administrator to join growing a investment management company based in Cape Town. **Responsibilities**: - Import of daily exchange rates, and sharing of same with internal users- Review, source and import offshore fund pricing- Attend to 3rd party investment houses statement requests- Prepare and share deal...

Western Cape, Southern Suburbs Market related salary includes pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

Looking to take the next step in your career? A financial services business is seeking a Portfolio Administration Specialist to join their team. The ideal individual will be someone who is a self-starter, with excellent organisational skills and a keen eye for detail. **Responsibilities**: - Assist with opening of new client investment accounts both locally...

Western Cape, Southern Suburbs - (Market related) Trust Officer Assistant (Brokers' Assistant) required for half-day, mornings only position for established business in the Southern Suburbs. **Key responsibilities**: - Collating all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and...

Western Cape, Southern Suburbs Market related salary including pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

Client centric investment management team has 2 x contract opportunities for Trust Officer Assistants. This is a stable and experienced team based in the Southern Suburbs, Cape Town. This role is responsible for assisting their Broker Advisors with administrative support, such as client liaison, ensuring internal teams are actioning investment payments or...

Western Cape, Southern Suburbs - (Market related) Trust Officer Assistant (Brokers' Assistant) required for established financial planning and investment business. Provide administrative support to the Trust Officers (Financial /Investment Advisors) including handling follow-up correspondence with clients, beneficiaries and third party providers. Liaise...

Western Cape, CPT - Southern Suburbs This role is ideally suited to applicants with previous broker's assistant, or brokers' Secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience. Provide administrative support to the Trust Officers (Financial /Investment Advisors)...

Western Cape, Southern Suburbs Market related salary on offer including pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

INTERNAL AUDITOR SOUTHERN SUBURBS, CAPE TOWN R 400 000 - R 600 000 CTC Examine and evaluate the adequacy, effectiveness and efficiency of the organisation’s internal control systems and procedures and recommend corrective actions to improve operations and enhance internal controls to mitigate risk. You will be responsible for conducting internal audits...

Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. Flexibility is provided...

Our client, based in the Southern Suburbs, is looking for a Junior Investment Analyst to join their team. They are a successful and independent investment management company. As a Junior Investment Analyst, you will be working within their team of highly experienced, thought-leading, and entrepreneurial-minded investment professionals. This is a key new role...