Financial Services Coordinator

4 weeks ago


Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

Overview:

Rory Mackie & Associates is seeking a highly skilled Financial Services Coordinator to support their Wealth and Investment division. The ideal candidate will possess excellent communication skills, be able to manage multiple tasks, and have a strong understanding of financial services.

Responsibilities:

  • Provide administrative support to the Wealth Manager, including managing client onboarding, account opening, and payment processing.
  • Assist clients with queries, reporting, and administrative matters.
  • Manage client instructions, including investment restrictions and income requirements.
  • Engage with outside product providers and LISPs to ensure seamless service delivery.
  • Support the Wealth Manager in client query management and resolution.
  • Maintain internal stakeholder relationships and attend training seminars to enhance professional development.

Requirements:

  • Relevant tertiary qualification and financial planning/investment planning qualification.
  • 3+ years of experience in the financial services industry.
  • Strong communication and time management skills.
  • Ability to work effectively under pressure.


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are looking for a diligent individual to work as part of a team at LCI Financial Services. The ideal candidate will be responsible for various tasks and must have strong organizational skills. Requirements: MatricComputer literacyExperience with bank statements is a plusWorking hours: Monday to Friday, 8am-5pm, and Saturdays, 8am-12pm


  • Durban, KwaZulu-Natal, South Africa eThekwini Full time

    **Financial Service Coordinator**:We are seeking a skilled Financial Service Coordinator to support the accountant in providing an overall accounting, financial and budgeting service to the housing department. The successful candidate will be responsible for assisting in the preparation of financial reports, managing budgets, and ensuring compliance with...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Are you looking for a challenging role in the accounting industry?About Accounting ServicesWe are a dynamic and growing company providing comprehensive accounting services to our clients. Our team is dedicated to delivering exceptional service and support.Job DescriptionAs a Financial Operations Coordinator, you will play a crucial role in supporting our...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    About UsLCI Financial Services is a leading financial services provider, committed to delivering exceptional service to our clients.Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert advice on financial matters to our clients.Key...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a skilled and dedicated individual to join our Financial Services team at LCI Financial Services.Responsibilities:• Provide administrative support to our financial team• Assist with the processing of financial transactions and data entry• Collaborate with team members to achieve common goals and objectivesRequirements:• Matric...


  • Durban, KwaZulu-Natal, South Africa Professional Career Services Full time

    Job SummaryWe are seeking a highly organized and proactive Customer Service Coordinator to join our team at Professional Career Services.About the RoleThis is a unique opportunity to work in a dynamic environment where you will be responsible for managing various aspects of customer service, including:Coordinating daily activities, ensuring smooth...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to market our insurance products, including funeral insurance and other campaigns. The successful candidate will also have the opportunity to work as a Financial Advisor, utilizing their skills to sell long-term insurance products.Market our insurance products to...


  • Durban, KwaZulu-Natal, South Africa eThekwini Full time

    Accounting Support RoleeThekwini is seeking a skilled Accounting Support Specialist to provide financial services to the housing department. The successful candidate will work closely with the accountant to deliver a comprehensive accounting, financial, and budgeting service.Key Responsibilities:Support the accountant in providing financial services to the...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    We are seeking an experienced Debtors & Creditors Clerk to join our team at Accounting Services. The ideal candidate will have a strong background in financial transactions, with a focus on managing debtors and creditors functions.Key responsibilities include:Managing debtors and creditors functions, including capturing and reconciling...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking highly motivated sales agents and financial advisors to join our team at LNL Financial Investment (Pty) Ltd. Our company is dedicated to providing top-notch financial services, and we believe that the right candidates will excel in this role.Job SummaryThe ideal candidate for this position will have excellent communication skills, a strong...


  • Durban, KwaZulu-Natal, South Africa Ultra Pharmaceutical and Medical Placements Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Services Coordinator to join our team at Ultra Pharmaceutical and Medical Placements. As a key member of our organization, you will play a vital role in supporting our Portfolio Managers in delivering exceptional client services.About the RoleThe successful candidate will be responsible for...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Job Title: Financial Operations CoordinatorAt Network Recruitment, we are seeking a highly skilled Financial Operations Coordinator to join our team. As a Financial Operations Coordinator, you will be responsible for generating accurate bills to ensure timely payments and maintaining cash flow. You will also manage financial assets and liabilities to...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Special Projects AssistantAn exciting opportunity has arisen for a highly organized and detail-oriented individual to join our team at Accounting Services as a Special Projects Assistant.Key Responsibilities:Provide administrative support to complete projects by performing tasks such as data collection, report creation, research, and business plan...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Finance Assistant OpportunityWe are seeking a highly organized and detail-oriented Finance Assistant to join our team at Accounting Services. The successful candidate will provide support to our finance team by performing project and office administration tasks, including data collection, report creation, research, business plan conceptualization, BEE...


  • Durban, KwaZulu-Natal, South Africa Invictus Education Group Full time

    Are you detail-oriented and passionate about managing financial records?Invictus Education Group is seeking a dedicated Financial Records Coordinator to join our finance team.Job DescriptionThe purpose of this role is to keep financial administrative functions running smoothly and efficiently by looking after all financially related tasks at the support...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Job Title: Financial Operations CoordinatorJob Summary: We are seeking a highly skilled Financial Operations Coordinator to join our team at Network Recruitment. The successful candidate will be responsible for generating accurate bills, managing financial assets and liabilities, and handling currency transactions to mitigate risks from international...

  • Financial Analyst

    1 month ago


    Durban, KwaZulu-Natal, South Africa Maneshez solutions services Full time

    We are seeking a highly skilled Financial Analyst to join our team at Maneshez Solutions Services. The ideal candidate will possess a strong analytical mind, excellent organizational skills, and the ability to work comfortably under pressure.The Junior Accountant will be responsible for analyzing financial information, preparing balance sheets, and...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking highly motivated sales agents to market our range of financial products, including funeral insurance and other campaigns. In addition, we require experienced financial advisors who possess excellent communication skills and can work effectively in a fast-paced environment. The ideal candidate will have the ability to work at their own pace and...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    OverviewThe Recruitment Council is a leading provider of financial planning services, seeking a highly skilled and detail-oriented Senior Financial Planning Coordinator to join our team.


  • Durban, KwaZulu-Natal, South Africa BGA Recruitment Full time

    Job Title: Financial Transaction CoordinatorCompany OverviewBGA Recruitment is a leading recruitment agency, and we are currently seeking a skilled Financial Transaction Coordinator to join our team.