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.
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
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
FEMALE ONLY. Assisting with financial, HR and operational tasks. Administer proper coding and manage invoices and document all processes and systems Monitor all account payable checks, prepare invoices for all and prepare updates on all accounts Maintain files on all account receivables and update r
Services industry, with excellent administrative and innovative client servicing and support experience. - Practical