Experience:
PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.
Duties would include:
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
Visionary Accounting is a growing virtual accounting firm in Cape Town, dedicated to providing reliable and efficient accounting services to a diverse portfolio of clients. We are committed to excellence and client satisfaction. As we expand, we are looking for a dedicated Bookkeeper to join our tea
meetings, general office administration, correspondence with clients and service providers; Assisting the
meetings, general office administration, correspondence with clients and service providers; Assisting the
the Investment Administration Team at our highly respected client in the Financial Services industry.
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution to monitor Unit p
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution to monitor Unit p
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