Financial Services Assistant

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Personal Touch Financial Services. As a key member of our operations department, you will be responsible for providing exceptional service to clients, ensuring timely communication, and adhering to established processes and procedures.About the RoleThis is a...

The Aim Personnel Services are seeking a Financial Services Assistant to join their team in Roodepoort. This role will focus on managing workflow items, resolving rejections, and collaborating with Financial Advisors and stakeholders.We are looking for a highly organized and detail-oriented individual who can work effectively in a fast-paced environment. The...

At Numeral Financial Services Group, we're committed to unlocking the full potential of our team members. We believe that a diverse and inclusive work environment is essential for driving success. That's why we're looking for a skilled Financial Services Specialist to join our team.This role plays a vital part in our organization, as you'll be responsible...

Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

Administrative Manager PositionWe are seeking a highly motivated and organized individual to fill the role of Administrative Manager for Financial Services at Personal Touch Financial Services. As a key member of our operations team, you will be responsible for providing exceptional service to clients, ensuring timely communication, and adhering to...

1.618 Financial Services is seeking a dedicated Financial Planning Consultant to join its advisory team.About the RoleThis consultant will work closely with clients to understand their financial goals and objectives, and provide personalized advice and guidance to help them achieve success.The ideal candidate will have:Extensive knowledge of financial...

About Us:Numeral Financial Services Group is seeking a highly skilled receptionist to join their dynamic team. As a key member of our team, you will play a vital role in ensuring that our clients receive exceptional service and support.Your Key Responsibilities:Greet and assist clients with professionalism and courtesyAnswer and direct phone calls in both...

As a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...

At 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

5 days ago Be among the first 25 applicants. Direct message the job poster from 1. Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable.The responsibilities include:Providing personalized...

We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leaders in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it.Our team...

Job title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...

Job Overview: Globevest Group is seeking an experienced Financial Services Admin Assistant (Broker's Assistant) to join their team. The ideal candidate will provide administrative support to the Financial / Investment Advisors, handling follow-up correspondence with clients and third-party providers.The successful candidate will be responsible for collating...

We are seeking a highly organized and detail-oriented Personal Assistant to the CEO to join our team at Numeral Financial Services Group. The ideal candidate will have 3-4 years of experience in executive secretarial and/or administrative support, with expertise in Microsoft Office Suite.The successful candidate will provide professional and confidential...

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

BetterSure Financial Consultants is committed to providing excellent client service through its team of dedicated professionals. As a Life Claims Consultant, you will play a critical role in managing life insurance claims and ensuring smooth and empathetic claims resolution.Key Responsibilities:Process and manage life insurance claims efficiently,...

Role OverviewThe Financial Services Manager Assistant will support the financial management of our organization by assisting with accounting tasks, preparing insurance claims, and coordinating with auditors.Main AccountabilitiesManage accounts receivable and reconcile payments with patient accounts.Prepare and submit insurance claims and follow up on unpaid...

Position: Financial Services Admin Assistant (Broker's Assistant)Salary: Market relatedLocation: PretoriaJob type: PermanentIndustry: Financial ServicesReference Number: MJ.AWAM.FSAA.25022025COMPANY DESCRIPTION:Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Financial Services Admin Assistant (Broker's...

Position : Financial Services Admin Assistant (Broker's Assistant)Salary: Market relatedLocation: PretoriaJob type: PermanentIndustry: Financial ServicesReference Number: MJ.AWAM.FSAAPANY DESCRIPTION: Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Financial Services Admin Assistant (Broker's Assistant)...