managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders You'll enjoy the challenge of managing various administrative tasks independently while contributing to the year of working experience in the investment industry. You need to have gained experience working with KYC addition to a competitive salary, you'll get to work two days a week in the comfort of your home. Our do respond to everyone Just give us a few days to work through your application.
managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders You'll enjoy the challenge of managing various administrative tasks independently while contributing to the year of working experience in the investment industry. You need to have gained experience working with KYC addition to a competitive salary, you'll get to work two days a week in the comfort of your home. Our do respond to everyone Just give us a few days to work through your application.
business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then small team of Financial Planners with daily administration which will include interacting with insurance in financial planning doing all the relevant administration and support. You will need to have completed You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then small team of Financial Planners with daily administration which will include interacting with insurance in financial planning doing all the relevant administration and support. You will need to have completed You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or responsible for processing new business and general administration tasks. It includes ensuring compliance with Afrikaans and English. What you'll get You'll get to work in an amazing environment with a culture like no do respond to everyone Just give us a few days to work through your application.
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or responsible for processing new business and general administration tasks. It includes ensuring compliance with Afrikaans and English. What you'll get You'll get to work in an amazing environment with a culture like no do respond to everyone Just give us a few days to work through your application.
Have you started your career in investment administration and keen to get more involved in operations living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more do respond to everyone Just give us a few days to work through your application
Have you started your career in investment administration and keen to get more involved in operations living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more do respond to everyone Just give us a few days to work through your application
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients service and advice. You'll enjoy a blend of administrative tasks and client interactions, all within a minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients service and advice. You'll enjoy a blend of administrative tasks and client interactions, all within a minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.