Administrator (Financial Services)

**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...

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...

My client, a well established company with an international footprint, has a vacancy for a Operations and Financial Administrator to join their dynamic team. finance|logistics|operations Duties will include but not be limited to the following: - Capturing delivery notes/invoices on SAP - Queries related to stock invoices - Processing of Invoices -...

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 transportAble to work...

Requirements: 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...

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...

**Financial Officer - Creditors** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer - Creditors** - Ref.Nr.: - **ZA00472** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR The **Financial Officer **is responsible for the full Accounts...

I 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...

POSITION OFFERED CLIENT SERVICES ADMINISTRATOR: BIBC CLIENT SERVICES DEPARTMENT - SOMERSET WEST Reporting to the Senior Agent at the office - The BIBC requires a well-spoken, hardworking, people person to provide a professional and efficient service to the organisation and its clients. PURPOSE OF THE POSITION To execute the end-to-end client service and...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check -...

My client, an accounting firm based in Somerset West is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships. accounting firm|financial planner **Responsibilities**: - Provide financial planning...

**Key Responsibilities**: - Administrative duties - Handling of all correspondence of the Legal Entity / Association - Scheduling meetings - Taking Minutes - Handling of all maintenance and repair services - Assisting with Legal and Conflict Resolution Assistance - Assisting Property Portfolio Managers **Requirement**: - At least 3 years experience in an...

I 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 variancesEvaluate...

The 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...

**Qualifications**: - At least 2 -3 years of experience in an administrative or financial role. **Competencies**: - Analytical. - Good Excel skills. - Excellent customer service skills. - Good planning and organizational skills. - Excellent communication skills. - Ability to work in a team. - Good attention to detail. - Ability to work very accurately and...

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. Key duties & responsibilities:Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.Attend to...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role - Knowledge of insurance industries - Clear criminal record and credit check - FAIS compliant with...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check -...

DOVES (PTY) LTD (‘’The Company’’) has a great opportunity for a suitably qualified **Funeral Arranging Officer** to be based at the **Doves office, Somerset West, Western Cape region.** Doves is a 100% black owned Company and one of the largest funeral directing companies in Southern Africa. Doves runs a national network in excess of 160 branches in...

**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...