This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, d
This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, d
Services industry, with excellent administrative and innovative client servicing and support experience. - Practical
Services industry, with excellent administrative and innovative client servicing and support experience. - Practical
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden.
What we are seeking:
Experience in the following:
Life Insurance
Retirement
Sect 14s
Investments (both local and offshore)
Para-planning /Financial Nee
The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration.
Key outcomes
Provide professional, consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and grow our business. The position is based in Bellville. Take full ownershi
Provide professional, consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and grow our business. The position is based in Bellville. Take full ownershi
You've worked your way up from Business Analyst to Project Management and you've done this successfully in the fund administration industry. Is this you? You've built your career in fund administration where you've progressed from a BA to actually managing the full life cycle of a project and this i
You've worked your way up from Business Analyst to Project Management and you've done this successfully in the fund administration industry. Is this you? You've built your career in fund administration where you've progressed from a BA to actually managing the full life cycle of a project and this i