Investment Administrator

This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds.Responsibilities All round support to Wealth Planners Calendar management First line of query management and support Submit new business forms Debit orders followup Claims process and followup Ensure that all final / signed...

JNR Wealth Management Administrator (Investments on and Offshore) Graduates Welcome We are looking to expand the administrative support function by welcoming a new JNR Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a...

Western Cape Major player in the investment space requires the expertise of Reporting specialist to join the channel Relevant B-Commerce degree - Chartered Accountant 7 years of working experience in financial services Asset Management and Life Insurance Advantages In-depth understanding of financial instruments Understanding of asset management...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Western Cape Major player in the investment space requires the expertise of Reporting specialist to join the channelRelevant B-Commerce degree - Chartered Accountant7 years of working experience in financial servicesAsset Management and Life Insurance AdvantagesIn-depth understanding of financial instrumentsUnderstanding of asset management administration...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Our client in the **Financial and** **Insurance Industry** is currently recruiting for a _**Short-Term Administrator**_ to support the smooth running of offices by carrying out clerical tasks and projects. **Role and Responsibilities** - Provide assistance to brokers in obtaining the quotes they require - Ensure quotes are accurate and agree with client...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamOur company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamKEY AREAS OF RESPONSIBILITY Clear understanding...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

**VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we...

VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENTPSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

**SUMMARY OF POSITION** The Administrative Manager is responsible for overseeing the daily administrative operations of the organization, including managing office facilities, supervising support staff, and coordinating administrative procedures. The Administrative Manager will work closely with department heads to ensure that administrative processes will...

SUMMARY OF POSITIONThe Administrative Manager is responsible for overseeing the daily administrative operations of the organization, including managing office facilities, supervising support staff, and coordinating administrative procedures. The Administrative Manager will work closely with department heads to ensure that administrative processes will be...

South Africa’s top investment group is looking for a Property Portfolio Administrator to join their team in Cape Town. **Job Requirements**: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position within a Property / Real Estate Sector - Experience with Rentals - Experience with **PayProp, Red Rabbit,...

**Designation**: Wealth Adviser Assistant (Non ADP) | Durbanville, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 06 Mar 2024 **Reference Number**: POS37669 **Closing date**: 18 Mar 2024 **Position...

South Africa's top investment group is looking for a Property Portfolio Administrator to join their team in Cape Town.Job Requirements: NQF 4 or working towards completing your NQF At least 2 years of experience in a similar position within a Property / Real Estate Sector Experience with Rentals Experience with PayProp, Red Rabbit, Excel, Google Docs:Great...

**Designation**: Wealth Adviser Assistant | Durbanville, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 15 May 2023 **Reference Number**: PSG-DW-VAC0166 **Closing date**: 29 May...

**Responsibilities**: - Assist new clients with their onboarding process - Maintain Client Service Administration required by compliance (record keeping and filing) - Assist the Client Service and Operations department with client queries - Structure reports to improve client services and report on client progress - Assist with ad hoc requests across both...

Responsibilities: Assist new clients with their onboarding process Maintain Client Service Administration required by compliance (record keeping and filing) Assist the Client Service and Operations department with client queries Structure reports to improve client services and report on client progress Assist with ad hoc requests across both teams Liaising...

PROJECT COORINDATOR Durbanville, Western Cape12 Month Contract, Start Immediately!R20 000 R24 000 Per Month Negotiable on Qualification and Years of relevant experienceOur client, an established Waste Management concern is search of a Project CoordinatorWho will be responsible for implementing the project investment plans, analysing data to measure program...