Paraplanner / Admin Assistant for Financial

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...

A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure...

Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. **Responsibilities**: - Assist the Financial Manager in daily tasks like: - Reconcile various bank accounts - Various other recons (for example software subscriptions) - Update of fixed asset...

Specialist Marketing & Consulting Company looking to onboard an energetic, professional & engaged Admin Assistant. Flexibility required for a hybrid work solution, both in-person & remote working as well as availability (some weekend work expected for events). Travel is a required, local & national, valid drivers license and own car is a must. A natural...

CareerWe are a UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm, we are very down to earth and agile in our approach to management and we think you will like being here... a lot.About the...

Western Cape, Somerset West Our client has a career opportunity for an Admin Manager for their Warehouse Department. **Responsibilities**: - Maintain and update receiving board. - Follow and enforce internal processes and procedures. - Manage and monitor all incoming and outgoing administration. - Oversee all capturing of all invoices, receipts and...

My client, an established concern within the agricultural industry is seeking to employ a **Trade Admin Assistant** to be responsible for handling and processing purchases, sales and freight commodities. trade admin assistant Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and...

An American company with local office seeks a admin assistant with execptional computer skills. Company culture is the top value. Space Automate is a data automation startup, growing quickly and current raising funding to double down on their success. Your role is varied and will most likely evolve with the company. You will be employee #4 with unlimited...

Receptionist needed in Somerset West, Cape Town. **Requirements**: - Matric - Computer literate - Proficient with Excel - Great planning and organizing skills **Job Description**: - Manning switchboard and/or taking messages - Attending to walk in clients; talk about products; assist with sales - Attending to site visitors - sign in, give protective wear,...

Our client based in Somerset West is looking for a proactive admin person to join their accounts team What your work will entail: You will be working as part of a team to perform the following duties: - Relief Reception if and when required in a professional manner - Monitoring and following up on outstanding Debtor accounts - Receipt and allocation of...

Financial Services Company is seeking to employ a compassionate, yet assertive junior individual to be trained as a Junior Credit Controller / Administrator. This position would suit entry level job seekers such as matriculants with an interest in business or part time students (finance or business). admin assistant|administrator|credit controller|junior...

**MUST HAVE** at least **one** of the below **qualifications** (Please attach with CV) - Supply Chain - Logistics - Warehouse - Financial Management - Shipping **MUST HAVE Sage X3 **and **MS Office** - 3 - 5 Years **Warehouse Admin** Experience - 5 Years People Management - Must be willing to work shifts and in a cold environment **Responsibilities** -...

**Join the iStore Team - Africa's Largest Apple Premium Reseller!** Are you passionate about all things Apple? Do you dream of working in a vibrant retail environment, surrounded by the latest and greatest Apple products? Look no further! At iStore, we're on the lookout for a talented iStore Admin Assistant to join our dynamic team and help us deliver an...

trade admin assistant Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor acounts receivable and payable. Duties continued: - Coordinate billing and inventory control for all assigned loads - Maintain contact with assigned customer accounts - Data entry and management of...

Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. Ideally we are looking for a young individual that is studying parttime, but would like to earn a basic salary in the meanwhile. **Responsibilities**: - Assist the Financial Manager in daily...

My client, a national engineering concern with a branch based in Somerset West is seeking to employ an Admin Clerk / Personal Assistant to the Branch Manager. admin clerk|administrator|assistant|personal assistant **Duties**: - Provide support within Head Office in terms of retrieving and processing online orders placed and maintaining general office...

Role OverviewA financial planning team is seeking an experienced Trust Officer Assistant to join their team. The ideal candidate will have a strong background in trust administration, with excellent organizational and communication skills.Key ResponsibilitiesAdminister trust investments, including local and offshore instructions, redemptions, switches, and...

Receptionist position for an established financial advisor office. - Answering the phones and distributing calls to the appropriate departments - Maintaining appropriate levels of supplies and reordering when necessary - Book conference rooms/lunch as needed - Record keeping of accounts and following up on payments - Filing & general office admin - Keeping...

A Professional Golf Tour Company based in the Helderberg area, is looking for a well-presented **Finance Clerk and Admin Clerk. **To assist all departments with the administrative duties and to manage the reception area. Administrative duties within the finance department as well as data capturing. Reports to the Accountant. Behavioural Competency -...

My client, based in Somerset West, is an established concern within the financial services industry. They are seeking to employ an Administrative Assistant (Healthcare) who will report directly to one of the company members. admin assistant|financial services **Main purpose of the role**: The focus of the role is to provide quality service and maximize...