Financial Assistant/ Office Administrator

Overview The overall responsibility of the Financial Planning and Investment Administrator is to provide administrative support to clients and IFAs in Cornerstone Investment Advisory Services and Cornerstone Financial Planning.Assisting the IFA and admin teams with client review scheduling and processors, portfolio performance reporting, database management,...

General responsibilitiesOffice operations: Overseeing daily office functions and ensuring the office runs smoothly and efficiently.Communication: Answering phone calls, responding to emails, and serving as a point of contact for clients and employees.Scheduling: Managing calendars, scheduling meetings and appointments.Record-keeping: Creating and maintaining...

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Cornerstone Financial Services Group CEO at Cornerstone Financial Services Group of Companies | Independent Lifestyle Financial Adviser for Corporates and Individuals | Expert Wealth… Overview The overall responsibility of the Financial Planning and Investment...

My client is looking for a dynamic and detail-oriented Personal Assistant & Office Administrator to keep our office running smoothly. Our agency is fast paced; this is a multi-faceted role where no two days are the same. If you’re highly organized, proactive, and able to juggle multiple responsibilities with efficiency, this could be the perfect...

Company DescriptionOffice & Co, part of the Manas Group , provides comprehensive serviced office solutions with a focus on flexibility, mobility, and business growth. As we expand our HQ to Johannesburg, we are looking for a versatile team member to support our operations and finance functions.Role DescriptionWe are seeking a full-time, on-site Accounts &...

OverviewThe overall responsibility of the Financial Planning and Investment Administrator is to provide administrative support to clients and IFAs in Cornerstone Investment Advisory Services and Cornerstone Financial Planning. Assisting the IFA and admin teams with client review scheduling and processors, portfolio performance reporting, database...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market RelatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:MatricTertiary qualification (3-year degree) in finance or commerce13 years' experience in an administrative role within the financial services industry35 years' experience in...

Coordinate office activities and operations to secure efficiency and compliance to company policies - Supervise administrative staff and divide responsibilities to ensure performance - Manage agendas/travel arrangements/appointments etc. for the upper management - Support budgeting and bookkeeping procedures - Create and update records and databases with...

Overview The Financial Administrator is responsible for managing day-to-day financial administration processes, ensuring accuracy and compliance with company policies and regulatory requirements. The role supports the finance team with reconciliations, reporting, accounts processing, and maintaining accurate financial records to contribute to the efficient...

Financial Assistant Location: Pretoria Type: Permanent | Finance Support Organise. Capture. Support. We’re looking for a detail-oriented Financial Assistant to support invoicing, reconciliations, and financial reporting. If you’re accurate, reliable, and enjoy working with numbers, this is your chance to join a high-performing finance team. About the...