to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
To provide the required level of customer service to Clicks Group customers, to increase customer loyalty online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk environment resolution Assist with managing various mailboxes within the Clicks Group Customer Service Environment. Submit other reasonable ad-hoc duties requested from management. Education: National Senior Certificate (Grade Experience: 5 years' experience in a customer service environment. 2 years' experience in a Contact Centre
To provide the required level of customer service to Clicks Group customers, to increase customer loyalty online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk environment resolution Assist with managing various mailboxes within the Clicks Group Customer Service Environment. Submit other reasonable ad-hoc duties requested from management. Education: National Senior Certificate (Grade Experience: 5 years' experience in a customer service environment. 2 years' experience in a Contact Centre
Train clients on all products and services offered. Focus on Client service and ensure all interaction with is conducted in an efficient and professional manager. Increase the amount of transactions being processed
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
trial balance, including invoicing when required. Management of junior accounting and admin staff. Preparing submissions, and payments to SARS. Preparing monthly management accounts. Cash flow projections. All applicable
we seek to place: BCom Accounting/Investment Management/Financial Sciences or related degrees. Corporate
we seek to place: BCom Accounting/Investment Management/Financial Sciences or related degrees. Corporate