Wealth Adviser Assistant

Having worked either at a Financial services institution with advisory-related matters or assisting in wealth administration is highly required. Our client who is situated in the Southern Suburbs would like to appoint an experienced administrator who enjoys the administration function and is passionate about client services. You will have worked with FICA,...

A private wealth organisation with international fiduciary seeks to appoint an experienced Manager. Someone who has worked within the fund administration environment at a senior level will be strongly considered. You will be responsible for managing a team and various resources. Establish structure, and monitor client projects and various statutory...

Minimum requirements: Provide strong administrative support to the Wealth Manager Commerce or financial degree from a reputable tertiary institution Financial Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous), and FICA 3-5 years working experience in the financial planning environment...

Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. Flexibility is provided...

My client in Wealth Administration has a vacancy for an Administrator. If you work in Wealth Administration, supporting a team then this could be your next career move. Alternatively if you are in Sales and prefer a role in support then this may just be for you. You have knowledge of FICA and FAIS, familiar with creating new accounts and monitoring...

If you are working with a team of Wealth Managers or assisting Financial Advisors, then you may just be the right fit for the role. Manage a portfolio of clients, prepare the client packs, and manage FICA, FAIS, and daily compliance aspects. You are professional, and agile and enjoy working with clients and delivering world-class service. Responsible for...

Attention **Fitters and Turners!** Join a collaborative and innovative work environment where your skills and expertise will be recognised and valued. Unlock this opportunity for professional growth and development as you contribute to the cutting-edge success of a specialised **manufacturer** in the **Western Cape!** years’ post trade test experience?...

Do you offer a wealth of experience from gaining experience in the restaurant and retail industry, getting involved in not just the Finance side but also the Strategic and Operations side of the business? Our client is looking for a senior finance professional coming from a leadership role to take responsibility for a large-scale business’ Financial...

**Responsibilities**: - Assisting the Division (and Group Legal & Company Secretary as and when required) with general corporate matters by reviewing and preparation of documentation in the areas of general corporate and commercial law. - Processing of general queries in terms of contract, commercial, corporate, and statutory law and ensuring compliance...

We are looking for an experienced and energetic People Support Manager to manage and support various HR functions, including: Recruitment, IR Advice, policy adherence and alignment, staff welfare, employee engagement, performance management, change management, and management reporting. **The overall key performance areas are listed below.** **Recruitment &...

A fantastic and challenging opportunity has become available for a Payroll Administrator within a financial services company. **Responsibilities**: - End-to-end processing of company payroll of 600+ employees - Manage and conduct month-end and year-end statutory requirements - Reconciliation of payroll-related General Ledger accounts - Maintenance of...

**RESPONSIBILITIES**: - Monitor phone calls to ensure agents are following company procedures and policies - Monitor and listen to short, medium and long calls - Monitoring of recorded calls - Monitor voice quality, product knowledge and if scripts are being followed - Assist the training department to discover weaknesses - Check for customer interaction...

The purpose of this role is to monitor the intra-day activities in Operations and advise appropriate steps to address variations to the planned forecast and schedule to ensure that service levels are maintained. To also deliver variance reporting to stakeholders, to enable them to make timely and informed decisions. **Daily scheduling and real time...

Assist in developing and implementing revenue maximization strategies and business plans Contribute to a strategic plan for the allocated portfolio while making recommendations to streamline processes etc. Assist Asset Management with property valuations Interpret and report on specific ratios and benchmarks such as foot count, turnover densities Utilize...

**Legal Advisor - Retail Property** A legal advisor position is available within a property group. Managing of all legal aspects within the property portfolio assigned including but not limited to the following: Obligations in terms of Leasing/ Tenants: - Obtain consent to conduct credit checks, conduct credit checks and approve the outcome thereof. -...

The purpose of this role is to monitor the intra-day activities in Operations and advise appropriate steps to address variations to the planned forecast and schedule to ensure that service levels are maintained. To also deliver variance reporting to stakeholders, to enable them to make timely and informed decisions. **Daily scheduling and real-time...

The Service Desk provides end-users with the ability to log tickets and requests, acting as a single point of contact for all Applications, Infrastructure and specific 3rd Party related problems. **Day to Day Duties** - As an employee of CC, it is a requirement to fulfil certain daily tasks and duties on time as part of your roles and responsibilities. -...

REQUIREMENTS Grade 12, tertiary qualification will be an advantage Own vehicle, transport and driver's license Both English and Afrikaans speaking and writing skills required Good written and verbal communication skills Ability to work under pressure and meet deadlines Methodical, detailed and organised work style Professional corporate appearance Able to...

Do you want to be involved in property acquisitions and disposals while analysing ways to increase the value of property assets? Submit your CV now to learn more about this exciting Asset Manager position. Assist in developing and implementing revenue maximization strategies and business plans Contribute to a strategic plan for the allocated portfolio...

This global Private Equity Group is growing its Senior Management team. The Director is responsible for actively promoting and positioning the Group’s brand in view of developing and growing new sustainable businesses to enhance the Group’s revenue and profitability. Reaching out to fund managers to promote fund administration and global offering To...