Portfolio Assistant

THE CANDIDATE PROFILE - Good understanding of the Public Sector and all relevant legislation and Regulations; and Policy directives (MFMA, PFMA). - Working knowledge of legislative, regulatory, fiscal and policy directives governing company and LG Sector. - Stakeholder Management and Influencing skills (Lobbying and Advocacy skills with an activist...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

As a Portfolio Assistant, you will provide essential administrative support and manage day-to-day operations related to clients' portfolios. You will act as the backbone of client service management, ensuring all administrative tasks are performed meticulously and efficiently. Your role is crucial in maintaining the integrity of our service delivery,...

Gauteng, Tshwane (Pretoria) A well-established business is seeking to appoint an Assistant: Monitoring & Arrear Management (FTC) - 24 months contract. **Qualifications & Experience**: - 3 year Bachelor degree/or advance diploma - 1 to 3 years experience in: - Banking - Account Management / Client portfolio management - Debt recovery /Collections -...

JUNIOR BRAND MANAGER - OTC & FRONT SHOP CENTURION Applicants are invited for the above-indicated vacancy that exists in the Consumer Division. The incumbent will report to the Marketing Manager: Consumer Division. OBJECTIVE To support the Consumer Marketing division in the efficient and effective running of the brand marketing strategies, tactics &...

The Council for Scientific and Industrial Research (CSIR) is a leading scientific and technology research organisation that researches, develops, localises and diffuses technologies to accelerate socio-economic prosperity in South Africa. The organisation’s work contributes to industrial development and supports a capable state. **General...

Our client has an opportunity available for an Assistant in Monitoring and Arrear Management based in Pretoria. **Requirements**: - 3-year bachelor’s degree or advance diploma. - 1 to 3 years’ experience in: - Account Management or Client portfolio management. - Debt recovery or Collections. - Business or Credit Analysis. - Financial Analysis or...

**Designation**: Wealth Adviser Assistant (ADP) | Pretoria East, Gauteng **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**: 25 Apr 2024 **Reference...

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

**Job Advert Summary**: **About SABS** The South African Bureau of Standards (SABS) is mandated to develop, promote and maintain South African National Standards (SANS); promote quality in connection with commodities, products and services; and render conformity assessment services and assist in matters connected therewith. Working for the SABS opens the...

**Job Advert Summary**: **About SABS** The South African Bureau of Standards (SABS) is mandated to develop, promote and maintain South African National Standards (SANS); promote quality in connection with commodities, products and services; and render conformity assessment services and assist in matters connected therewith. Working for the SABS opens the...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

**Qualifications & Experience**: - 3 year Bachelor degree/or advance diploma - 1 to 3 years experience in: - Banking - Account Management / Client portfolio management - Debt recovery /Collections - Business / Credit Analysis - Financial Analysis/Spreading **Critical Competencies** - Advanced Microsoft Office - Business Acumen - SAP Knowledge - Relevant...

**ROLE OVERVIEW**: ü To proactively monitor the credit health and risk on assigned portfolio of client accounts with exposures of R1 million and less; in terms of the loan agreements and provide regular reporting on the overall performance of the portfolio ü To undertake the execution of the risk and loss mitigation strategies throughout the loan...

Executive Assistant to CFO ROLE OVERVIEW: To provide professional secretarial and office support/administration services including diary management to the office of Chief Executive Officer (CEO) / Chief Financial Officer (CFO) / Managing Director (MD). Facilitate operational efficiency and assist the CEO / CFO / MD to achieve strategic objectives. To manage...

**Purpose of the Job**: The purpose of the People Delivery Assistant role is to provide support to the specific people function portfolio by completing accurate and timeous administrative inputs, checks, and document management/filing services to ensure that all people activities are recorded and traceable. The role also renders additional ad hoc support...

Closing Date 2023/08/27 - Reference Number SHO230820-2 - Job Title People Delivery Assistant - Transpharm Pretoria - Job Type Permanent - Location - Country South Africa - Location - Province Gauteng - Location - Town or City Hermanstad, Pretoria - Purpose of the Job The purpose of the People Delivery Assistant role is to provide support to the specific...

**Finance Assistant, BIOPAMA, S.Africa COuntry Office**: **Vacancy #**: 6333 **Unit**: ESARO - South Africa Conservation Areas and Species **Organisation**: International Union for Conservation of Nature (IUCN) **Location**: South Africa Country Office, Pretoria, South Africa **Reporting to**: Finance Officer-S.Africa Country Office **Work...

3years - Critical assessment of credit risk of new companies falling in the analyst’s portfolio (the portfolio may change from time to time); - Identification of transaction and business specific risk and introduction of risk mitigation factors on new transactions; - Perform comparative analysis amongst industry peers to assess a proposed counterpart’s...

2years - Support to the Director in an office environment through general and client portfolio administration with executive duties - Managing diary, organising meetings, appointments and controlling meeting access to Director - Organising events and conferences (if deemed necessary) - Booking and arranging travel, transport and accommodation - Understand,...