Trust and Client Services Officer

**Reference**: 8164 SL **Consultant: Sone Johnson** - Trust administration, including registrations, trust deed amendments, trustee amendments, and reporting to trustees on various matters; - Assist with trust legislation and money-laundering legislation reporting requirements; and - Drafting of trust resolutions for decisions undertaken by the...

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...

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...

**Reference**: 9397 NB **Consultant**: Nine Broodryk Take responsibility to act as the first line of contact to clients. Manage Reception. Provide administrative support to the whole office. Filling. Managing the attendance register of the company. **Diary Management**: booking internal and external meetings and administrative duties. Managing the office...

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...

**Reference**:9397 NB **Consultant**:Nine Broodryk - Take responsibility to act as the first line of contact to clients. - Manage Reception. - Provide administrative support to the whole office. - Filling. - Managing the attendance register of the company. - Diary Management: booking internal and external meetings and administrative duties. - Managing the...

Providing first-line support to clients and sales support such as: 1. Rendering client services. 2. Administrating claims. 3. Advising clients. 4. Office administration. 5. Documentation and filing. Educational requirements: - Matric (Grade 12) Technical requirements: - Recognised qualification as per the FSCA. - RE 5. - Registration as an Employee...

Advert Reference: P10326 Courier - Somerset West (CT) Job Title: Courier - Somerset West (CT) Closing Date: 2024/02/27 Position Available From: 2024-02-20 Area: Somerset West Actual Place Of Work: Somerset West Position Type: Full-Time Weekly Hours: 45 Time Conditions: 5 day Work Week (South Africa) Purpose of Position: To collect and deliver...

**Job Title**:Client-Facing Project Manager (Digital Marketing and Website Development) **Location**:Somerset West, Cape Town **Working Hours**:Monday - Friday, 8am to 5pm **Working Location**:In-office position **Start Date**:01 October 2023 **Salary**:0- R40,000 CTC depending on experience and qualifications **About Our Client**: Our is a leading...

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...

Advert Reference: P11477 Registered Nurse: Contract - Somerset West Job Title: Registered Nurse: Contract - Somerset West Closing Date: 2024/03/27 Position Available From: 2024-03-20 Area: Somerset West Actual Place Of Work: Somerset West Position Type: Contract (Fixed Term) Weekly Hours: 30 Time Conditions: 5 day Work Week (South Africa) Purpose of...

Are you skilled at recovering outstanding debts? My client has an exciting opportunity for a persistent, yet compassionate **Debt Collector** to join their team As a **Debt Collector**, your mission is to contact debtors and reclaim the money owed. This role requires a delicate balance of assertiveness and empathy. You’ll play a crucial part in...

My client, a reputable Accounting firm based in Somerset West, aims to fill the position of corporate governance|secretary **The key responsibilities include**: - Rendering company secretarial and statutory services to designated client portfolio consisting of companies and close corporations in accordance with the Company’s Act. - Recording statutory...

**Designation**: Office Manager | Somerset West, Western Cape **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**: 31 Oct 2023 **Reference Number**: POS37346 **Closing...

**Job title: Office Manager** **Key Responsibilities**: **Office Management**: - Greet and assist visitors, maintaining a professional and welcoming atmosphere. - Efficiently handle inbound and outbound courier services. - Manage telephone systems and operate the switchboard. - Coordinate boardroom bookings and ensure their availability for meetings. -...

My client, in the agricultural industry based in Somerset West Rural is seeking to employ a Bookkeeper / Office Manager. This person will be directly responsible to the company’s directors and have functional relationships with Laboratory Manager, Nursery Manager, senior employees and company Accountant bookkeeper|office manager - Bookkeeping procedures...

Somerset West, South Africa- Customer relations- Permanent- Organic agriculture**Job description**: **Job description** We are hiring an - **Export Officer** that will be based in our Somerset West office. You will report directly to the Export Manager. The Export Officer plays a pivotal role to ensure the traceability and documentary compliance check for...

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...

**Job Advert Summary**: The Rola Motor Group is a leading automotive company with a strong presence in the automotive market. As a trusted dealer of prestigious vehicle brands such as Mitshubishi, Honda, Volvo, Mazda, and Mahindra, we are dedicated to providing exceptional service and maintaining long-term customer satisfaction. We are currently seeking a...