training our travel trade partners
to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
adoption where appropriate
(Cape Town), is currently seeking a Financial Manager to join their finance team. They are seeking someone quarterly management reports, ensure audit deliverables are met
to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
Key Result Areas:
online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk environment ensuring ‘first contact' resolution Assist with managing various mailboxes within the Clicks Group Customer other reasonable ad-hoc duties requested from management. Education: National Senior Certificate (Grade
online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk environment ensuring ‘first contact' resolution Assist with managing various mailboxes within the Clicks Group Customer other reasonable ad-hoc duties requested from management. Education: National Senior Certificate (Grade
trial balance, including invoicing when required. Management of junior accounting and admin staff. Preparing submissions, and payments to SARS. Preparing monthly management accounts. Cash flow projections. All applicable
we seek to place: BCom Accounting/Investment Management/Financial Sciences or related degrees. Corporate