Investment Assistant

Financial 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 Business, Economics,...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients. **Responsibilities**: - Processing of New Business and existing business (Investments, Risk Business, Medical Aid,...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients.Responsibilities: Processing of New Business and existing business (Investments, Risk Business, Medical Aid, Trusts,...

Requirements: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...

**Reference**: 7872 NB **Consultant**: Nine Broodryk Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. COMMUNICATION and CLIENT INTIMACY Follow up on various instructions with internal and external stakeholders Phone client to request documents and schedule...

**Reference**: 7872 NB **Consultant**:Nine Broodryk - Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. - COMMUNICATION and CLIENT INTIMACY - Follow up on various instructions with internal and external stakeholders Phone client to request documents and schedule...

Faircape Health provides the full continuum of care at six world-class healthcare facilities located on-site at six luxury, retirement villages. The services of an experienced **Assistant Carer Supervisor (Day Shift) **is required at our facility **Heritage Manor **in Somerset West. The successful incumbent will ensure that the Carers on shift work...

**Reference**: 9147 SJ **Consultant**:Sone Johnson - Analyse listed and unlisted investment opportunities - Excel modeling - Responsible for basic bookkeeping - Xero - Assist with newsletters for clients - Market to potential investors - Prepare feedback for existing investors **Qualifications**: - Degree with accounting or financial accounting...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

**Reference**: 9147 SJ **Consultant**: Sone Johnson Analyse listed and unlisted investment opportunities Excel modeling Responsible for basic bookkeeping - Xero Assist with newsletters for clients Market to potential investors Prepare feedback for existing investors **Qualifications**: Degree with accounting or financial accounting background Keen...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.admin|assistant|insurance|investment|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. administration|administrator|financial administrator|senior administrator Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration,...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.administration|administrator|financial administrator|senior administratorMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence...

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Filing, capturing client data, updating spreadsheets and word documents; Followup all client transactions, implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;...

Job description:PSG has an exciting opportunity for an Office Manager at our Somerset West office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.Responsibilities: Manage of team of adviser assistants and support staff. Develop and implement standard operating procedures and create efficiencies....

Assisting in generating accurate HR reports required by the business. - Assist in recruitment processes and ensuring that accurate administration responsibilities. - Posting job advertisements to job boards and social media platforms. - Removing job advertisements from job boards and social media platforms once vacancies have been filled. - Updating company...

administration|financial services|insurance Key Duties and Responsibilities include but not limited to: - Supporting sales reports via Salesforce - Onboarding New Private Clients - Updating client information where required i.e. beneficiaries, contact details etc - Understanding the products, sales information, AML, supporting IFA’s - Obtaining...