Investment Assistant

Role Overview: As the Admin Assistant, you will play a key role in providing secretarial, administrative, and client service support. You will work closely with the financial planners and the team to ensure smooth operations and high-quality service delivery for their clients. This is a multi-faceted role, ideal for someone who thrives in a fast-paced...

**Designation**: Wealth Adviser Assistant (ADP) | Somerset West, Western Cape | Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 13 Nov 2024 **Reference...

**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...

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...

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,...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: - Manage clientt questions and queries - Attend to all...

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...

A great opportunity for an experienced Property Portfolio Manager at a well-established company in the residential property fund industry. The company is situated in Somerset West. **Key Responsibilities**: - Administrative duties - Handling of all correspondence of the Legal Entity / Association - Scheduling meetings - Taking Minutes - Handling of all...

A great opportunity for an experienced Property Portfolio Manager at a well-established company in the residential property fund industry. The company is situated in Somerset West. **Key Responsibilities**: - Administrative duties - Handling of all correspondence of the Legal Entity / Association - Scheduling meetings - Taking Minutes - Handling of all...

Job Title: Administrative Associate Location: Somerset West Employment Type: Permanent Job Description The Administrative Associate will play a vital role in a growing holistic independent financial planning business. This position is ideal for a self-motivated and driven individual who thrives in a collaborative team environment. Key...

Responsible for Management, Maintenance and Reporting of the Server infrastructure - Documenting of processes and implementations within the server infrastructure - Undertake to perform administrative tasks for the IT Management team and department - Establish a research and development plan to improve support and efficiency of the server infrastructure -...

**Purpose of the role** Provide administrative support and assistance to the **People & Culture **Department and ensure effective, accurate and timeous processing of administrative tasks and responsibilities assigned to the position. Operate as Liaison person to all restaurant employees with regards to any People and culture-related matters. **People &...

**Faircape Health**, a division of the Faircape Group, owns and manages six luxury lifestyle villages with state-of-the-art and technologically advanced Healthcare Centres at each village. We are seeking an experienced **Senior Enrolled Nurse **to provide high-quality care at our facility in **Somerset West, Heritage Manor.** The Senior Staff Nurse, is an...

**Faircape Health**, a division of the Faircape Group, owns and manages six luxury lifestyle villages with state-of-the-art and technologically advanced Healthcare Centres at each village. We are seeking an experienced **Temporary S**enior Enrolled Nurse **to provide high-quality care at our facility in **Somerset West, Heritage Manor.** The Senior Staff...

Faircape Health, a division of the Faircape Group, owns and manages six luxury lifestyle villages with state of the art and technologically advanced Healthcare Centres at each village. These busy facilities with a versatile range of patients inclusive of frail, mental health, sub-acute and assisted living, are situated in prime locations across the Western...

**1. Purpose** To support Trustees of Sectional Title Schemes and Home Owners’ Association by ensuring a professional management of their property. **2. Key Performance Areas** 1. Financial Management 2. Administrative Service 3. Meeting Procedures 4. Insurance Service 5. Project Management 6. Maintenance and Repair Service 7. Customer...

Job Title: Administrative AssociateJob OverviewThe Recruitment Council is seeking a highly skilled Administrative Associate to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our business.Key ResponsibilitiesSecretarial and Personal Assistant Duties:Provide exceptional...

**Job Advert**: The purpose of this Shop Assistant role is to deliver exceptional customer shopping experience through stock replenishment, merchandising, housekeeping and efficient processing of transactions at till points. If you are self-motivated, passionate about performance and have the high energy level required for this fast-paced, exciting and...

A wealth management company in Potchefstroom , specializing in Lifestyle Financial Planning and Investment Services, has a position available for a Medical Aid Advisor . Experience : Previous working experience as a Medical Aid Advisor or Assistant to an Advisor. Requirements : Relevant industry experience Duties include but not limited to : - Manage the...

Position Overview: The Medical Aid Advisor will provide expert guidance to clients, helping them select the best medical aid options tailored to their needs. This role requires excellent communication skills, in-depth knowledge of medical aid products, and a passion for delivering exceptional service. Key Responsibilities: Assess clients' medical aid needs...