Financial Services Coordinator

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Private Client Financial Ltd. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance.

In this role as Assistant Operations Manager at TFG Financial Services Call Centre, you will have the opportunity to lead and manage a team of supervisors in a dynamic and fast-paced environment.Your Key Responsibilities Include:Ensuring monthly sales targets and KPIs are met by effectively managing the team's performance.Maintaining and enhancing compliance...

Job Description:We are seeking a highly skilled and detail-oriented Financial Operations Coordinator to join our team at GG Financial Recruitment. This role will play a crucial part in supporting the financial operations of our clients, ensuring seamless day-to-day activities and exceptional client experiences.Key Responsibilities:Proposal Process...

Business RequirementsWe are seeking a highly skilled Financial Services Coordinator to join our team. The successful candidate will be responsible for providing administrative support to our finance team, including preparing financial reports, coordinating meetings, and maintaining financial records.The ideal candidate will have 5 years of experience in...

Job Summary:GGR Financial Recruitment is seeking a talented Team Administrator - Financial Services to join our team. The successful candidate will provide administrative support to our clients, ensuring their financial operations run smoothly and efficiently.Responsibilities:Client Proposal Management: Develop and deliver client proposals, ensuring...

About This RoleCandidate Requirements:We are seeking skilled and ambitious professionals to join our dynamic team of financial advisors at Cornerstone Advisory Service.As a financial advisor, you will play a critical role in helping clients achieve their financial goals through personalized advice and guidance.Responsibilities will include conducting...

About the RoleThis is a fantastic opportunity for a highly organized and detail-oriented Financial Services Coordinator to join our team at Ultra Personnel. The successful candidate will provide high-level administrative support to our Financial Advisors, focusing on client services, operations, and IT systems.Responsibilities:Support the Financial Advisor...

Role OverviewWe are Complyxpert (PTY) Ltd, a leading CFD trading company committed to delivering exceptional customer experiences and driving business growth through innovative solutions. We seek a talented Financial Services Coordinator to join our team, supporting the development and implementation of financial strategies and policies.Main...

Job SummaryWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Time Personnel. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial planners and clients.Main Responsibilities:Coordinating administrative tasks, including scheduling meetings and...

We are seeking a Financial Services Coordinator to join our team at Telesure Investment Holdings (TIH). As a Financial Services Coordinator, you will be responsible for managing customer relationships, collecting and analyzing data, and ensuring the timely completion of tasks.Key Responsibilities:Customer Relationship Management: You will manage customer...

About the PositionFouche & Co Recruitment is seeking a Financial Services Coordinator to join our team. This role involves coordinating and executing financial services functions, ensuring that our clients' needs are met efficiently and effectively.Key responsibilities include:Coordinating with clients to validate their instructionsUpdating workflow systems...

Role OverviewWe are looking for a highly skilled Financial Services Leader to join our team at Ca Financial Appointments.The successful candidate will have a strong background in finance shared services, with experience in supervising critical financial operations, driving process improvements, and ensuring regulatory compliance.The Financial Services Leader...

Compliance Officer Job SummaryGG Financial Recruitment is seeking a Financial Services Auditor to join their team. The successful candidate will be responsible for conducting audits and reviews of financial services providers to ensure compliance with relevant regulations.Responsibilities:Conduct audits and reviews of financial services providers to identify...

At Ten Lifestyle Group, we are seeking a highly skilled Financial Services Coordinator to join our dynamic finance team in Cape Town. As a key member of our team, you will be responsible for managing the invoicing and collection of hotel and lifestyle commission in EMEA. This role requires strong communication and negotiation skills, as well as the ability...

Established in the field of financial services, CA Financial Appointments seeks a skilled professional to join their team as a Settlement Officer. With a strong focus on stability and growth, this role requires individuals with at least 2 years' experience in a similar position within fund services, wealth management or related fields.Key responsibilities...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Job title : Financial AdvisorJob Location : Western Cape, Cape TownDeadline : April 25, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you ready to launch or elevate your career in the financial industry? Cornerstone Advisory Service an affiliate of Liberty is looking for talented individuals to join our dynamic team of...

Company Overview:Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. With a focus on advocacy and tailored insurance options, our team serves as trusted partners for financial security.As a Personal Financial Advisor with Cross Wealth Financial Services, you will be responsible for developing...

Job DescriptionThe Financial Operations Coordinator will be responsible for ensuring the smooth operation of financial processes, including payroll administration. This role requires strong organizational and administrative skills, with a focus on accuracy and attention to detail.Ensure all financial transactions are processed accurately and...

About the PositionTFG Financial Services is seeking a Customer Service Director to lead its Day Shift Sales Team. The successful candidate will be responsible for driving sales performance, managing relationships with internal and external stakeholders, and ensuring compliance with quality standards.This is a great opportunity for a motivated and assertive...