service the clients. What you'll get You'll get a market related salary and you will get to join a team
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic including but not limited to compliance, revisions, marketing opportunities, etc What you'll need Matric with with at least 5 years, experience as a Personal Assistant, preferably in the financial services industry
seeking an experienced Admin & Financial Assistant to join their team. The ideal candidate will have have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis key data to management and SPF areas. Salary : Market-related Requirements : Grade 12 Preferably tertiary (SLA's) Responsibilities : Financial Administration: Assist with budgeting, forecasting, and financial reporting patterns. Prepare reports and presentations to communicate insights. Develop financial models and conduct
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Additionally, a client-centric mindset, excellent communication skills, and a strong ethical compass are crucial
Someone who is passionate about AML/KYC, a strong communicator with project management skills, to manage multiple borrowers to conduct and complete KYC/AML checks Communicate with third parties or external agents on behalf understanding of how to manage KYC/AML in emerging markets Ability to determine and provide judgement on the risk profiles of potential clientele Strong communication and project management skills, to manage multiple analysis for diverse clientele, end-to-end, and communicate with the various stakeholders Please note that
department on various matters pertaining to the company Assist in drafting company letters, resolutions, etc Requirements:
relationships. The successful candidate will have good communication and negotiation skills, with a ‘can-do' attitude the Insurance related exams via IISA or Milpark). Market Related
client has an exciting opportunity for a SAGE Assistant to join our financial division. The successful external clients. Any SAGE-related tasks or needs. Assist with monthly stocktake. Excel skills (intermediate) analytical and problem-solving skills. Good communication skills and ability to work in a team. Fluent