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
Services industry, with excellent administrative and innovative client servicing and support experience. - Practical
Services industry, with excellent administrative and innovative client servicing and support experience. - Practical