Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support 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 advantage. •Computer literacy (intermediate): MS Office suite and excel at an intermediate level •Ability
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance with at least 5 years, experience as a Personal Assistant, preferably in the financial services industry least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the financial literate on a basic to intermediate level on Microsoft Office software Excellent communication skills in Afrikaans
not be concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk responsibilities include: •FSP Compliance / Risk Officer: o Compliance reporting on behalf of business unit: procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with
adjustments, etc. Additional duties will include assisting the HR Officer from time to time, so a related qualification
The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to e
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk responsibilities include: •FSP Compliance / Risk Officer: o Compliance reporting on behalf of business unit: procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with
notes on the property management system (MDA), and assist in creating leasing brochures and "To Let" boards and maintenance issues for the property portfolio Secure, adjudicate, and make recommendations for service carried out by service providers and contractors Assist with due diligence when purchasing new properties owners accordingly Archive tenant files and building office files in accordance with POPI Audit lease agreements ensure rental and recoveries are correct HR and Office Administration: Manage staff, including leave,
Our client, a leading Security company based in Durban, is looking to fill the position of Financial Experience as Financial Director / Chief Financial Officer If you are interested in applying for this role
Management on any unusual and problematic situation Assist the finance team over Month Ends to ensure that Internal Accounts on Purchase Ledger and Sales Ledger Assist the Debtors Clerk in phoning customers in respect (workshop, sales and spares) - CASHIER Ensure security of all cash and cheques received - CASHIER Reconcile Statement on Kerridge – ADMIN MANAGER / ACCOUNTANT Assist with ad-hoc and duties as requested by Management