Fiduciary Administrator

Company Overview:BMO Financial Group is a leading financial institution with a strong commitment to excellence and innovation. We are driven by a shared Purpose: Boldly Grow the Good in business and life.We strive to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we...

Job Description:We are seeking a skilled Financial Advisor to join our dynamic team at Staffing 365 in Pretoria East. As a key member of our sales team, you will be responsible for prospecting and closing new business, maintaining existing relationships, and providing top-notch service to our clients.Key responsibilities will include:Prospecting and closing...

Description Manage costs / expenses within approved budget to achieve cost efficiencies Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions Resolve all customer queries efficiently, and within agreed timelines Provide efficient and effective administration support to ensure...

Job Description Provide efficient and effective administration support to ensure the smooth running of a functional area - Knowledge of the fiduciary industry - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate...

Job Description Provide efficient and effective administration support to ensure the smooth running of a functional area **Job Description**: - Knowledge of the fiduciary industry - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers expectations through proactive, innovative and...

Job Description Provide efficient and effective administration support to ensure the smooth running of a functional area Job Description - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions - Resolve all...

Job Description Provide efficient and effective administration support to ensure the smooth running of a functional area. Provide efficient and effective administration support to ensure the smooth running of a functional area **Job Description**: - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service...

Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation Hello Estates Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation Hello Estates Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

**Wills Drafter & Safe Custody Administrator** **Pretoria** - Draft Wills for clients and prospects under instruction. - Assist with the correct execution of Wills, follow up on the execution of Wills drafted and check signed Wills to ensure they are validly executed. - Lodge original Wills and other original documents in safe custody. - Maintain safe...

Job Description To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation - Ensure compliance to legislative and audit requirements and adherence to relevant processes - Build working relationships across teams and functional lines to...

**Designation**: Receptionist | Pretoria, Gauteng | Permanent **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 22 Nov 2024 **Reference Number**: POS38338 **Closing date**: 29-Nov-2024 **Position...

Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._ **Title**:Assistant to Estate Officer position **Area**: Montana (Pretoria - North) **Salary**: R10 000- R15 000 (Depending on Experience and Skills) **Appointment type**:...

Our Client in Pretoria East is looking for the following Candidates Financial Advisors You must reside in Pretoria -Minimum requirements for successful candidates: - Matric - Full qualification (NQF 4 with 120 Credits) - Successfully completed the Class of Business exam/s (if applicable) - Successfully completed the RE5 exam - Currently registered with...

**Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...

**Who are we?** - Sanlam 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 R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

**Job Overview**: **Date Posted**: Posted 10 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Board Secretary and Legal Advisor- **Salary**: R85,000 - R95,000- **Education Level**: Bachelors Degree- **Job Level**: Executive- **Minimum Experience**: 10 - 15 Years**Board Secretary and Legal Advisor - Pretoria.**: The Board Secretary and Legal Advisor...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range...

**Job Details**: **Title: Wills Sales Manager** **Location: Pretoria, Gauteng** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: R 50 000 - R 70 000 (basic plus great commission earning potential)** **Reports to: Head of Sales** **Job purpose** Our Client is seeking a dedicated and experienced **Wills and Advice-Based...

**Job Details**: **Title: Head of Sales** **Location: Pretoria east** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: Market Related (To be discussed)** **Reports to: Sales Executive** Our Client is seeking an innovative and results-driven Head of Sales to lead their dynamic sales team and drive revenue growth across...