We are on the lookout for an Office Manager to thrive in our fast-paced, fiercely competitive environment experienced Office Manager to lead our thriving organization into the future. Managing the teams and office build greater process efficiency and improve risk management and controls Participating in project teams to functions, procedures and controls Project Delivery Management (project planning, status reporting, issues tracking Skills and requirements: 5 or more years of management experience in Finance, lead-gen, marketing or
recruiting for a self-motivated Wealth and Investment Manager to join their dynamic team in Cape Town. This is ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits trading accounts disbursements etc. Engage and manage other staff engagement with investment houses to compliance requests and audits. Support with the management of the client database with adequate, complete
of professional experience at the Key Account Management level.
recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Our client recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits trading accounts disbursements etc. Engage and manage other staff engagement with investment houses to
recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Our client recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits trading accounts disbursements etc. Engage and manage other staff engagement with investment houses to
in our administration / debtors department at a national level. General Administration Credit Control Collections allocation and reconciliation Manage Daily Banking Issuing Credit notes Managing customer enquiries and account the ability to engage with clients ranging from national chains to smaller sole proprietors Proven experience
validate and assess insurance policy applications to manage risk and ensure effective and efficient new business service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or stat records for workflow management. Identify additional training needs for sales agents related to the
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
documents monthly. Generate management reports for review by Accounting Manager. Preparation of trial balance direct reports. This role reports to the Accounting Manager. Understand and adhere to all company Policies