Wealth Fiduciary Adviser Pretoria, Gauteng

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

Relevant Tertiary QualificationMinimum of 8 (eight) years of administration experience within the fiduciary or legal field.Microsoft packages, Outlook, Word and Excel in particular.

**Designation**: Estate Administrator | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 10 Aug 2023 **Reference Number**: PSG-DW-VAC0197 **Closing date**: 24 Aug...

**Job description**: **Responsibilities**: - Gather Policy information. - Compile a summary of information. - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and...

Matric Full qualifications (NQF 4 with 120 credits) Successfully completed the Class of business exams/s (if applicable) Financial Sector Conduct Fluent in English and Afrikaans Must be computer literate on a basic to intermediary level on Microsoft software. Own transport, laptop and cell phone is mandatory We also offer access to Life - Investments,...

Be part of a dynamic, passionate, client interfacing company. We are looking for an eager Estate-, Trust-, and Wills Administrator Assistant to join PSG Trust (Pty) Ltd. This individual will assist the PSG Trust team winding up of deceased estates, trust administration and wills drafting. **Key responsibilities**: - To provide administrative service...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

**Designation**: Employee Benefits Adviser Assistant (ADP) | Sovereign Drive, Pretoria - Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 15 Mar 2024 **Reference Number**: POS37675 **Closing date**: 28 Mar 2024 **Position...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

RADIOGRAPHER | PRETORIA, GAUTENG_ - _ - Our client, a Radiography Private Practice, wants a dynamic Theatre Radiographer to join their excellent team._ - If you are a _**_skilled _**_Radiographer and love working in the theatre, this position may be what you have been looking for! _ **_Please note, this role does require traveling in Pretoria East as...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

JUNIOR COMMERCIAL ATTORNEY LYNNWOOD PRETORIA SALARY: Negotiable (Depending on level of Qualification and Experience) Experience and Knowledge Required: Experience in Commercial Law & Drafting of Contracts; Be proficient in Commercial, Fiduciary & Trust & Deceased Estate Departments of a well established Law Firm. Be able to function independently and...

**Designation**: Deceased Estate and Trust Administrator | Pretoria, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 24 Jan 2024 **Reference...

**Designation**: Deceased Estate and Trust Administrator|Pretoria, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 23 Mar 2023 **Reference Number**: PSG-DW-VAC0156 **Closing...

Minimum requirements: Grade 12 Senior CertificateMust be fluent in Afrikaans & EnglishA Technical Qualification and/or 3+ Years proven sales experience in a Technical field Must have a valid drivers licenseMust be willing to travel within the Gauteng (Pretoria) areaKnowledge of the Abrasive industry Must be MS Office literate (Intermediate to Advanced)Must...

Minimum requirements: Grade 12 Senior CertificateMust be fluent in Afrikaans & EnglishA Technical Qualification and/or 3+ Years proven sales experience in a Technical field Must have a valid drivers licenseMust be willing to travel within the Gauteng (Pretoria) areaKnowledge of the Abrasive industry Must be MS Office literate (Intermediate to Advanced)Must...

A well established Automotive Engineering Company based in Pretoria is looking for a well skilled Automotive Machinist with a minimum of 10 years experience in Engine Assembly, Cylinder Block Reboring, Crankshaft Grinding, Cylinder Head Reconditioning and Conrod Resizing with relevant workshop management. Credible references will be requested to contact...

**Job description**: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

**UP Professional and Support**: UNIVERSITY OF PRETORIA FACULTY OF HUMANITIES ACADEMIC SUCCESS COACH (INTERNAL AND EXTERNAL) (ONE-YEAR CONTRACT POST FOR 40 HOURS PER WEEK) PEROMNES POST LEVEL 8 - The University of Pretoria's commitment to quality makes us one of the top research Universities in the country and gives us a competitive advantage in...