Private Wealth Administration Manager
4 days ago
We are seeking an experienced and highly skilled Executive Assistant to join our Private Wealth team. As a key member of the team, you will provide administrative support to our Portfolio Managers, ensuring seamless execution of tasks and projects.
Main Responsibilities- Manage office administration, including switchboard operations, hostess duties, and refreshment orders for meetings and presentations.
- Collaborate with the marketing department to support events and corporate initiatives.
- Assist with client queries, process requests, and manage corporate actions, private placements, and client documentation.
- Prepare information packs for meetings and monitor safe custody fees on the BDA system.
- Follow up on debit lists and manage the diary for Portfolio Managers.
- Bachelor of Commerce Degree or equivalent qualification.
- Registered person exam (advantageous but not mandatory).
- Experience within the private wealth industry, with a strong understanding of the stock-broking environment.
- Proficient in MS Office and Excel, with working knowledge of financial systems and BDA.
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Administrative Assistant
1 week ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeWe are seeking an Administrative Assistant to join our team at Sanlam Private Wealth. The successful candidate will be responsible for managing office operations, collaborating with the marketing department, and assisting with event administration.Key Skills and Qualifications:Proficient in MS Office and ExcelWorking knowledge of financial systemsStrong...
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Executive Assistant
4 days ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeSupporting Our TeamWe are looking for a dedicated and highly organized individual to join our team as a Corporate Support Specialist. This role will provide essential support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesOffice Management: Switchboard operations, hostess duties, refreshment orders,...
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Wealth Management Support Specialist
1 week ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeSanlam Private Wealth is committed to building strong, lasting relationships with our employees. As an Administrative Assistant, you will have the opportunity to work in a dynamic and entrepreneurial environment, where you can grow and develop your skills and career.Responsibilities:Office ManagementCash journal information and documentationShare transfer...
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wealth assistant
7 days ago
Port Elizabeth, Eastern Cape, South Africa HR Genie Full timeYour:Formal EducationMatricAppropriate Tertiary qualifications would be advantageousExperienceAppropriate Administrative experience in the financial services industry is essentialCritical CompetenciesExcellent knowledge of English (read, write)Excellent knowledge of Afrikaans (read, write, speak)will enable you to fullfill the following duties:Servicing of...
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wealth manager/financial advisor
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa HR Genie Full timeA well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...
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wealth manager/financial advisor
1 week ago
Port Elizabeth, Eastern Cape, South Africa HR Genie Full timeA well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...
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Portfolio Coordinator
1 week ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeAt Sanlam Private Wealth, we strive to provide comprehensive and integrated wealth management solutions to our clients. Our team is comprised of experienced professionals who are passionate about delivering exceptional service.Key Responsibilities:Office ManagementCollaborate with the marketing departmentAssist with administration for eventsManage client...
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Portfolio Manager Assistant
4 days ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeSanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore...
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Client Services Associate
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Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeAs an Administrative Assistant at Sanlam Private Wealth, you will play a crucial role in supporting our team of professionals in providing exceptional service to our clients. Your primary responsibilities will include managing office operations, collaborating with the marketing department, and assisting with event administration.What We Offer:A dynamic and...
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farm manager – fm1557
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Manager, Private Client Centre
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Corporate Support Specialist
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Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full timeJob OverviewWe are seeking a highly organized and detail-oriented individual to join our team as a Corporate Support Specialist. This role will provide administrative support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesManage office administration, including switchboard operations, hostess duties, and...
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Financial Services Administrator
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Portfolio Assistant Professional
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Fleet Administrator
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Financial and Administrative Manager
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Administrative Operations Manager
4 days ago
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Administrative Financial Manager
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Port Elizabeth, Eastern Cape, South Africa OVK - GroupGroep Full timeAbout the RoleWe are seeking an experienced professional to join our team as a Chief Administrative Officer.This role is responsible for the overall management of the financial and administrative functions of the company.Key Responsibilities include:Managing the finance department's business plan;Overseeing personnel, finances, and customer service;Ensuring...
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Account Manager
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Managing Director's Office Administrator
4 days ago
Port Elizabeth, Eastern Cape, South Africa Ananzi Full timeJob Title: Senior Administrative CoordinatorWe are seeking a highly skilled and experienced Senior Administrative Coordinator to join our team. This role will be responsible for managing the day-to-day operations of the Managing Director's office, providing administrative support, and ensuring the smooth running of the office.The successful candidate will...