highly analytical individual with strong financial acumen and a passion for wealth management. You excel play a crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals growth. With constant innovation and a focus on technical expertise, you'll thrive in this dynamic and challenging trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
highly analytical individual with strong financial acumen and a passion for wealth management. You excel play a crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals growth. With constant innovation and a focus on technical expertise, you'll thrive in this dynamic and challenging trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
gained some technical admin experience and now you want to get stuck into the real technical admin that You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
gained some technical admin experience and now you want to get stuck into the real technical admin that You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
or audited financial services. You're adept at managing deadlines and you want to elevate your career presence, specializing in wealth and investment management. With a commitment to excellence and a culture trust structures, is highly advantageous. Strong technical skills in Caseware, Xero, and Microsoft Office opportunity to join a well-established wealth manager who can offer exposure within the industry by working
know what it takes to support a Portfolio Manager in managing their clients' investments by you being the investment team and the Portfolio Manager. You'll be applying your technical investment administration abilities for the Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of joining a well established family office wealth manager with a global reach, they have offices in Europe conducting administration and support to Portfolio Managers. You also need to have a completed Bachelor of
know what it takes to support a Portfolio Manager in managing their clients' investments by you being the investment team and the Portfolio Manager. You'll be applying your technical investment administration abilities for the Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of joining a well established family office wealth manager with a global reach, they have offices in Europe conducting administration and support to Portfolio Managers. You also need to have a completed Bachelor of
services. You're ready to take on a pivotal role in managing the financial health of a group of international be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their experience in IFRS and financial services. Strong technical skills, proficiency in accounting systems, and
or progressing towards achieving it. Strong analytical skills, proficiency in Microsoft Office and Elite
or progressing towards achieving it. Strong analytical skills, proficiency in Microsoft Office and Elite