Financial Services Portfolio Manager Support Specialist

Job Title: Financial Portfolio SpecialistAbout the Role:We are seeking a highly skilled Financial Portfolio Specialist to join our team at CF Consulting. As a key member of our investment team, you will be responsible for providing expert analysis and support to our clients.Key Responsibilities:Analyzing financial data and portfolio performance to identify...

Job OverviewRory Mackie & Associates is a reputable Wealth Management firm dedicated to delivering tailored advice and comprehensive financial planning services to clients.We are seeking an experienced Financial Planning Support Specialist to join our team. This key role will play a crucial part in supporting our financial planners with technical financial...

About the RoleIn this challenging role as a Financial Portfolio Specialist, you will be responsible for credit control, general ad hoc duties, and preparation of management reports for clients. You will also attend monthly management meetings with clients and reconcile and prepare account statements for payment.Key ResponsibilitiesReconcile and prepare...

Accountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.You will also be responsible for capturing and preparing client records, uploading...

GG Financial Recruitment is seeking a skilled Financial Services Specialist to manage debtor accounts for a 7-month contract role. The ideal candidate will have experience working with chain hardware store groups and possess strong analytical and problem-solving skills.Job OverviewThe successful candidate will be responsible for managing debtor accounts,...

Ultra Personnel is seeking a highly skilled Key Account Portfolio Specialist to join our team. This role involves providing technical support services to our Portfolio Managers, overseeing administrative and operational tasks, and developing strong relationships with clients.About the RoleThe successful candidate will have at least 5 years of experience in...

**Job Title:** Aerial Service SpecialistWe are seeking a highly skilled and experienced Aerial Service Specialist to join our team at Farm Manager SA.**Salary:** R250,000 - R350,000 per annum**Company Overview:Farm Manager SA is a leading agricultural services company that provides innovative solutions to farmers and growers in South Africa. Our mission is...

CA Financial Appointments offers an exciting opportunity for a Trade Settlement Specialist to join their investment administration team. This role involves working with a range of financial services solutions, making it an ideal fit for recent accounting graduates interested in the field.Key Responsibilities:Settle trades and manage cash flow...

CA Financial Appointments is seeking a highly skilled Financial Services Onboarding Specialist to join their team. This role has a focus on the client onboarding function.The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and possess strong Excel skills.We offer a competitive salary range of...

CA Financial Appointments is seeking an Investment Support Specialist to join their team in Cape Town.This is a fantastic opportunity for someone who enjoys working with numbers and has a passion for investing.The successful candidate will be responsible for supporting the investment team with daily tasks, including managing client accounts, preparing...

Job SummaryWe are seeking an experienced Financial Portfolio Manager to join our team at O'Brien Recruitment.

A client-centric investment management team seeks a Financial Services Associate to join their stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment...

About the RoleWe are seeking a highly skilled Investment Portfolio Analyst to join our team at CF Consulting. As an Investment Portfolio Analyst, you will play a key role in managing a portfolio of investments and providing meaningful analysis to support successful portfolio management.Key ResponsibilitiesWork closely with senior members of the team to...

Job Title: Financial Services SpecialistWe are seeking an experienced Financial Services Specialist to join our team in Cape Town CBD. The ideal candidate will have a strong background in financial accounting and a minimum of 5 years' experience in the financial services industry.Key Responsibilities:Oversee financial accounting duties, including cashbooks,...

At Accountancy Placements Pietermaritzburg, we are seeking a skilled Portfolio Manager Liaison to join our team. This role is an excellent opportunity for individuals who thrive in fast-paced environments and have a passion for delivering exceptional client experiences.The ideal candidate will possess knowledge of the financial services industry and be...

About Our ClientParvana, a global investment firm with a unique approach to responsible investing, offers a rare opportunity to be part of a team that drives performance and innovation while making a positive impact.We are guided by a philosophy of investing with care and seek out top achievers who share our vision for redefining the future of the investment...

Job DescriptionWe are seeking a highly skilled Financial Support Specialist to join our team at Marvel Placement Consultants.The ideal candidate will have a strong background in finance and accounting, with experience in preparing invoices, managing accounts payable and receivable, and maintaining accurate financial records.In this role, you will be...

This exciting opportunity has arisen for a skilled Senior Administrative Professional to join our client's team. As an Executive Assistant to the Managing Director, you will be responsible for managing the MD's schedule, coordinating events, and providing exceptional support to the MD and the team.Your key responsibilities will include:Coordinating...

We are The Recruiters, a leading recruitment agency, and we are excited to announce an excellent opportunity for a Financial Services Manager to join our team. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining...

Job OverviewA Compliance Analyst position is available at Communicate Recruitment. As a key member of our team, you will be responsible for providing expertise in regulatory compliance and portfolio management.About the RoleThis role requires an individual with strong analytical skills to manage portfolios, ensure compliance with regulatory requirements, and...