Where you'll work A female-led management team based in Johannesburg forming part of a network of specialists They are seeking a Personal Assistant for the Managing Director of a financial services company in the Assistant to the Managing Director, you will ease and enhance the MD's bandwidth by managing the diary, preparing handling client enquiries, maintaining relations, managing records, attending consultations, developing financial electronic diary and organising the MD's time management Preparing of reports, presentations, and other
Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their Processing of Pension and Provident fund transfers Managing annual income renewals for Living Annuities Recording portfolio management system Periodic investment valuation updates on portfolio management system for for client reporting purposes Managing broker queries for clients' investments with product providers Requirements:
Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their Processing of Pension and Provident fund transfers Managing annual income renewals for Living Annuities Recording portfolio management system Periodic investment valuation updates on portfolio management system for for client reporting purposes Managing broker queries for clients' investments with product providers Requirements:
experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity Client Service Consultant with exposure in asset management - experience in investments / pension funds / products Very adaptable Customer relationship management Clear credit score and clear criminal record experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity Client Service Consultant with exposure in asset management - experience in investments / pension funds /
relations Escalate all unresolved queries to management by logging the case on the system Answer 90% progression for self through input and feedback from managers Ensure personal growth and enable effectiveness raised by the client Give continuous feedback to management and the back office and ensure that stakeholders a Client Services Consultant within the Asset Management industry Experience with Investments/Pension Investments/Pension Funds/Retirement Funds in an Asset Management Business A sound technical understanding of Collective
a Client Services Consultant within the asset Management industry. Provide client services to investors relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Investments/Pension Funds/Retirement Fund in an Asset Management Business MUST have A sound technical understanding of
limited to: · Daily debtors update on Debtors Manager. · Check figures, postings, and documents for correct Assist the Financial Manager with monthly management reports. Report to Financial Manager and MD regarding
audit for specific entities Preparing of cash management daily bank balance sheet Preparing of the weekly weekly stats for Executives Preparing Cash management interest calculation Preparing the motor vehicle audit results Assist with preparing monthly group management accounts Compiling information of the Corporate Provisional and final tax returns Assist with managing bank accounts with Standard Bank Assist with the
relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Investments/Pension Funds/Retirement Fund in an Asset Management Business A sound technical understanding of Collective
you need: Completed BCom, Management Accounting or Financial Management Computer literate Excellent