seasoned Financial Manager to become a key player in their team. Reporting directly to the Managing Director Director, you will take the helm of all financial management activities for our South African operations significant autonomy and the chance to craft financial strategies that drive our business growth and
administrative experience within a financial services (wealth management) brokerage.
certificate and a few years of experience in the financial planning industry and would like to join a dynamic p>
ü Capturing personal and financial information timeously and accurately
ü align="center">ü Adhering to compliance and practice management standards set out by the organisation
ü internally with financial planners and para-planners to ensure the smooth implementation of financial solutions
Updating the registers. Filing of documentation. Manage the data in S/Sheet and reports. Keep the records Answering of the phones and preparing documents. Managing and ordering stationary. Assist with ad-hoc tasks
registers.
Updating the registers. Filing of documentation. Manage the data in S/Sheet and reports. Keep the records Answering of the phones and preparing documents. Managing and ordering stationary. Assist with ad-hoc tasks
Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic for their Financial Planner / Advisor Provide holistic administrative support to financial advisor. Manage Manage advisor's diary (Client birthdays, meetings etc.) General office duties – Scanning, printing etc
applications for the position of Back-office Financial Administrator. The purpose of this position will will be to support the technical operations management team, which will involve end-to-end operational and database administration) and operational financial support requirements (placement and receipting operations Creating the respective projects in the management system and tracking approval on all projects the management system Maintaining accurate system details Overseeing, co-ordinating and managing the
Financial Secretary/PA to CEO of established financial services company.
Monday to Friday, full skills including MS Excel.
Diary and travel management.
Excellent English written and verbal skills
Tertiary qualification in finance.
Financial acumen and ability to work in a dynamic young
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please other QA when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product