Financial Services Administrator

Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...

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...

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...

About the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...

We are looking for an experienced Administrative Services Professional to join our Wealth Management team at CA Financial Appointments. As a key member of the team, you will be responsible for preparing and processing various client transactions, applying your knowledge of financial administration principles.Job Responsibilities:Transaction Preparation:...

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...

Job OverviewAs a Financial Services Administrator at Prescient Fund Services, you will be responsible for providing end-to-end accounting and administration services to our clients. This role requires a strong understanding of financial products, particularly alternative investments.Duties & ResponsibilitiesPerform daily reconciliations and NAV calculations...

CA Financial Appointments is seeking an experienced Investment Administrator to support their Wealth Management team. The successful candidate will be responsible for preparing and processing a wide range of client transactions, utilizing their knowledge of investment administration principles.Key Responsibilities:Preparation and processing of client...

Company OverviewCA Financial Appointments is a reputable organization seeking an experienced Creditors Administrator to join our team.Job DescriptionThe successful candidate will be responsible for:Coordinating warehouse transfer reconciliations and GRV recon for FoodcostReconciling invoices to GRV statements for stock itemsProcessing weekly and monthly...

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...

About the Opportunity:This Administrative Assistant - Financial Services role is an excellent opportunity for a finance professional looking to work in a technical and dynamic industry while operating with a high degree of autonomy.Responsibilities:Provide administrative support for financial services.Maintenance of financial records and processing of...

West Coast Personnel is seeking a highly organized and detail-oriented Administrative Assistant - Financial Services to join our team. This is an exciting opportunity for someone looking to develop their skills in financial administration and contribute to the success of our organization.About the RoleThe Administrative Assistant - Financial Services will be...

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...

We are seeking a Financial Services Administrator to join our team at Conova Recruitment. The main purpose of this role will be to provide administrative support to the internal compliance team, ensuring that all compliance-related activities are carried out accurately and efficiently.Key Tasks:Assist in developing and preparing compliance-related documents,...

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...

Urgently looking for a Financial Administrator for my client based in CT. Responsibilities:Reconcile LPM and CEMS data, reporting on and escalating variances, following up on resolution of variances with relevant stakeholdersOrders stationery from approved suppliers as and when required by the various departmentsMaintains a consumable stationery spreadsheet...

Urgently looking for a Financial Administrator for my client based in CT.Responsibilities:Reconcile LPM and CEMS data, reporting on and escalating variances, following up on resolution of variances with relevant stakeholders.Order stationery from approved suppliers as and when required by the various departments.Maintain a consumable stationery spreadsheet...

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...