), Retirement Planning Benefits Free Employee Assistance Programmes (EAP) to cater for those life events
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients effective financial plan documents and/or risk management documents, in-line with the strategy as outlined with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information
female-led management team based in Johannesburg forming part of a network of specialists who assist entrepreneurs businesses.They are seeking a Personal Assistant for the Managing Director of a financial services company Personal Assistant to the Managing Director, you will ease and enhance the MD's bandwidth by managing the 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
weekends on an ad hoc basis. The candidate will manage inquiries and service offerings provided by both General Office Management: Procure office supplies (stationery, grocery, etc.). Manage the main email address and telephone, ensuring timely responses. Manage multiple tasks and prioritize workload effectively Consult with clients physically or telephonically. Management Responsibilities: Provide administrative support paralegals and other team members, including cleaners. Assist in business growth and fairly delegate tasks. Create
opportunity for a highly experienced TREASURY ASSISTANT - 6 Months Temporary Contract ESSENTIAL DUTIES RESPONSIBILITIES DAILY PROCESSES Domestic Cash Management Ensure upload of bank statements Ensure Bank Banking platforms and SAP Management of Bank statements [Saving daily] Manage and advise Petty Cash requirements all Companies in Durban Foreign Currency Cash Management Ensure upload of bank statements Ensure Bank and administrate their rights Meta data management Management of internal deals in TMS DAILY REPORTING
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
female-led management team based in Johannesburg forming part of a network of specialists who assist entrepreneurs businesses.They are seeking a Personal Assistant for the Managing Director of a financial services company Personal Assistant to the Managing Director, you will ease and enhance the MD's bandwidth by managing the 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
Exciting opportunity to have substantial impact. Manage TAF and E&S for leading impact investors focusing the continent. Experience building Technical Assistance Facilities to drive investee growth and E&S years of experience managing technical assistance projects and/or E&S management on behalf of impact
Description Our client is searching for an Operations Assistant to join their team in Bryanston. Job Specifications departments assigning tasks to respective role-players managing and prioritizing own workload and team's workload customer care complaints management system and manages/addresses escalated calls, complaints, questions where you are privy to such reports / the team you manage produces such reports. Assess risks in the business with the Team Leaders in different departments to manage and support workloads and escalate issues where
), Retirement Planning Benefits Free Employee Assistance Programmes (EAP) to cater for those life events