Investment Administrator/paraplanner

**Job Title**: Administrator / Investment Support Assistant **Location**: Cape Town, South Africa **Company Overview**: Oakham Wealth Management, a UK-based investment management firm, is seeking a highly organized Administrator / Investment Support Assistant to join our remote team in. As a boutique company, this role is essential for supporting our...

**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...

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...

Reference: 10714 NB Consultant: NineBroodryk Job Description: Cash Management Monitor and instruct on cash levels in Settlement and Call accounts with banks and funds Monitor and report on fund flows (inflows/outflows/transactions) Monitor and manage fund liquidity Ensure fund compliance at all times against specific criteria Assist with the opening/closing...

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: 10819 CM Consultant: Christa Mostert Job Description: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange...

Job FunctionAll tasks pertaining to investigation, processing, and administration of Goods-in-transit (GIT) as well as other claims.Key Performance Areas : Day to day management of claims - registering of claims on in-house system (Winfreight). Verify and compare claims against endorsements on proof of delivery (POD) / load documents.Investigate validity of...

Job FunctionAll tasks pertaining to investigation, processing, and administration of Goods-in-transit (GIT) as well as other claims.Key Performance Areas:Day to day management of claims - registering of claims on in-house system (Winfreight).Verify and compare claims against endorsements on proof of delivery (POD)/ load documents.Investigate validity of...

Job Responsibilities Interact with clients (management of relationships and providing client services) Underwriting coordination New business implementation Prepare risk and investment quotes Prepare client files Process client queries and instructions Administer all products & processes, including claims and billing Coordinate prospecting projects Research...

Job Responsibilities • Interact with clients (management of relationships and providing client services)• Underwriting coordination• New business implementation• Prepare risk and investment quotes• Prepare client files• Process client queries and instructions• Administer all products & processes, including claims and billing• Coordinate...