Senior Project Manager - Investment Data Projects This role is responsible for managing one or more projects through the efforts or others. Responsible for managing one or more projects within the constraints of Deliver to time and cost within agreed tolerances. Manages people, work and resources involved. Establishes and updates plans with actuals and forecasts. Manages deviations from plan. Reports to respective stakeholders Relevant Project Management qualification. • 5-10 years of experience in project management, with experience
Project Manager - Investment Data Projects
This role is responsible for managing one or through the efforts or others.
Responsible for managing one or more projects within the constraints of time and cost within agreed tolerances.
Manages people, work and resources involved.
Establishes updates plans with actuals and forecasts.
Manages deviations from plan.
Reports to respective Relevant Project Management qualification.
5-10+ years of experience in project management, with experience
Service Delivery Manager – Operations The individual must play a critical role in ensuring the alignment in service delivery. 1. Customer Relationship Management (CRM): Understanding CRM & ERP systems and identify improvement areas. 2. Project Management: Ability to manage multiple projects effectively, including ensuring clients business as usual workloads are managed simultaneously. Knowledge of procurement and logistics building and managing relationships with vendors and service providers. 3. Change Management: Facilitating
ensure our clients' systems operate efficiently. Majority of your workload consist of preparing and submitting ensure next steps are followed as per Incident Management process until resolved Provide assistance to
TYPE : Permanent
SECTOR : Finance/Wealth Management
BASIC SALARY : R10 000 neg
START DATE
EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY : R10 000 neg START DATE : A.S.A Immediate REQUIREMENTS: Matric BCom Investment Management (Non-Negotiable) RE Exams and industry related Implementation of new business, including fund manager and life office follow-ups. This includes completing of all relevant Client details on the Client management system. Client Services: Take and prepare client Client management system. Implementation of all switches or redemptions, including all fund manager follow-ups
EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY : R10 000 neg START DATE : A.S.A Immediate REQUIREMENTS: Matric BCom Investment Management (Non-Negotiable) RE Exams and industry related Implementation of new business, including fund manager and life office follow-ups. This includes completing of all relevant Client details on the Client management system. Client Services: Take and prepare client Client management system. Implementation of all switches or redemptions, including all fund manager follow-ups
for administration around leads and campaign management. Participates in the campaign planning via pre-campaign provides reports to management. Responds to queries regarding clients extracted. Manages the data integrity for administration around leads and campaign management through own efforts. Building and executing campaigns campaign performance and provides reports to management. Responds to queries regarding clients extracted through own efforts. Individually accountable for managing own time, tasks and output quality. Collaborates
capable and experienced Office Administrator to manage the daily operations of their shared office space bookkeeping, administrative tasks, and facility management. They will be responsible for overseeing office receivable/payable, and financial record-keeping.
Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator Client management system Implementation of all switches or redemptions, including all fund manager follow-ups with key service providers, particularly Fund Managers and life companies New client take-on Attend or KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives Compliance