Administrator (Financial Services)

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administrator|financial services|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. - administration|insurance|junior secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...

Our client, a well-established Insurance Software Technology company, is currently seeking a **Financial Administrator** to join their team in **Somerset West, Cape Town.** **MINUMUM REQUIREMENTS**: - Relevant financial qualification and experience - Software - VIP Payroll, Pastel Evolution and Microsoft Office, with a focus on Excel - Bookkeeping up to...

customer service|internal sales|sales administrator If you meet the following requirements you are welcome to apply: - Excellent command of the English language - The ability to liaise with clients at Managerial Level - Strong administrative skills and the ability to work in an environment where deadlines must be met - At least 2 years experience in a...

accounting|accounts|financial The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and relating...

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In...

Key Responsibilities: - Client Support: - Provide information on financial services, claims processes, and assist clients in completing forms or handling account-related matters. - Manage client communications professionally and ensure all needs are met. - Administrative Support: - Assist the Financial Adviser in preparing and managing client portfolios,...

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients. **Responsibilities**: - Processing of New Business and existing business (Investments, Risk Business, Medical Aid,...

Reference: SW -AM-1 My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Duties & Responsibilities Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...