Administrator / Investment Support Assistant

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Prepare and implement investment...

My client is a financial services provider based in Stellenbosch and they have a vacancy for a strong Administrative Assistant to assist the financial advisors and their clients **Responsibilities**: - Assisting the Financial Advisors with the processing of all financial administration for new and existing clients - Communicating with clients and financial...

**Reference**:9759 CM **Consultant**:Christa Mostert - Assist and support by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Adviser - Provide ongoing feedback to clients. - Preparing and...

ASSISTANT ACCOUNTANT Stellenbosch A group of wine farms, situated in the Helderberg and Stellenbosch region, is looking for a young, dynamic, and energetic person who will provide accounting support to the Group Accountant. PURPOSE: The purpose of this position is to take full responsibility for the debtors and creditors function of an entity and provide...

Job Title: Investment Analyst (3 – 5 years' experience) Overview We are seeking an Investment Analyst with 3 – 5 years' relevant experience to join our investment team. Key Responsibilities Perform fundamental analysis and valuation of local and global listed equities using a value-investment approach. Build and maintain financial models (DCF, DDM,...

Overview Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management. We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning...

Overview Join a dynamic private equity and investment management company within a larger group. We focus on identifying and investing in high-potential businesses across a variety of sectors, including finance, education, mining, hospitality, and property. Our strategy involves providing capital, strategic guidance, and operational expertise to help our...

A family-run wine estate near **Stellenbosch**is seeking a **Finance Admin Assistant**highly organized, detail-oriented, and personable professional to assist with its finance and administrative operations. As a **Finance Admin Assistant,**, you’ll manage comprehensive financial and administrative tasks - including accounts, payroll, reconciliations,...

Maintaining the PPF Contacts Database : Responsible for maintaining an up-to-date contacts database for the organization, ensuring that contact information is accurate and accessible to relevant team members. Coordination of internal meetings : This involves organising and scheduling meetings and being responsible for sending out meeting invitations, booking...

Responsibilities Maintain the PPF Contacts Database: Responsible for maintaining an up-to-date contacts database for the organization, ensuring that contact information is accurate and accessible to relevant team members. Coordinate internal meetings: This involves organising and scheduling meetings and being responsible for sending out meeting invitations,...