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Senior wealth assistant full-time jobs from the company Job placements in Eastern Cape (47 jobs)

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  • Job Placements
  • Whittlesea
... NQF 5 & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in ... and consult with/remind the Wealth Manager/Advisor Handling of retirement ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
a day ago
  • Job Placements
  • Whittlesea
... NQF 5 & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in ... and consult with/remind the Wealth Manager/Advisor Handling of retirement ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
22 days ago
  • Job Placements
  • Whittlesea
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... -paced environment. As a Junior Practice Assistant, you will support day-to ...
21 days ago
  • Job Placements
  • Whittlesea
... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ... training needs within the Wealth Team and coordinate necessary training ...
13 days ago
  • Job Placements
  • Whittlesea
... mentoring and supervision of the Wealth Assistant to ensure supervision and other ... of training requirements for the Wealth Assistant and provide input for the ... Appraisal Evaluation of the Wealth Assistant ; Assist the Wealth Planner in the quality ...
8 days ago
  • Job Placements
  • Whittlesea
... mentoring and supervision of the Wealth Assistant to ensure supervision and other ... of training requirements for the Wealth Assistant and provide input for the ... Appraisal Evaluation of the Wealth Assistant ; Assist the Wealth Planner in the quality ...
22 days ago
... i.e. managing reminders, preparing docs for Wealth Manager to discuss with client ... proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly ... (alt key use etc.). - Elite Wealth practice management system. - Adequate typing ...
22 days ago
  • Job Placements
  • Whittlesea
... will consist of a Senior Guide and an Assistant Manager Senior Guide Requirements: Previous ... Be able to lead when senior members are absent Good computer ...
22 days ago
  • Job Placements
  • Whittlesea
... and presenting information. Proofreading: Project assistants can benefit from excellent written ... submitting them to clients or senior company leaders. Effective proofreading ... , and formatting issues. Project assistants often proofread reports, proposals, ...
8 days ago
  • Job Placements
  • Whittlesea
... and presenting information. Proofreading: Project assistants can benefit from excellent written ... submitting them to clients or senior company leaders. Effective proofreading ... , and formatting issues. Project assistants often proofread reports, proposals, ...
14 days ago
... and work closely with their Senior Bookings Specialist, negotiating rates with ... detail are essential. The Administrative Assistant provides essential administrative support to ... their success, the Administrative Assistant ensures that all administrative tasks ...
6 days ago
  • Job Placements
  • Whittlesea
... finance team as a permanent Executive Assistant (Sales) in Boksburg. This role ... , agendas, and meeting minutes for senior executives. Compile reports and create ... , travel, and other arrangements for senior staff. Requirements: Advanced MS Office ...
22 days ago
  • Job Placements
  • Whittlesea
... : Key Responsibilities: As an Admin Assistant, youll play a pivotal role in ... , agendas, and meeting minutes for senior executives. Compiling reports and creating ... , travel, and other arrangements for senior staff. What Were Looking For ...
22 days ago
  • Job Placements
  • Whittlesea
... finance team as a permanent Admin Assistant, Sales in Boksburg. Key Responsibilities ... , agendas, and meeting minutes for senior executives. Compile reports and create ... , travel, and other arrangements for senior staff. Requirements: Advanced MS Office ...
22 days ago
  • Job Placements
  • Whittlesea
... : Key Responsibilities As an Admin Assistant, youll play a pivotal role in ... , agendas, and meeting minutes for senior executives. Compiling reports and creating ... , travel, and other arrangements for senior staff. What Were Looking For ...
22 days ago
  • Job Placements
  • Whittlesea
Description: Accounts Assistant Location: Athlone Industria 1, Cape Town ... 2+ years’ experience as an Accounts Assistant Work experience at a CA firm ... duties (filing, answering telephone). Assist senior staff with ad-hoc duties.
8 days ago
  • Job Placements
  • Whittlesea
Description: ASSISTANT SPA MANAGER LOCATION: Tokai - Cape ... ) CIDESCO / ITEC / CIBTAC etc. Senior Therapist OR Assistant Spa Manager experience essential ...
8 days ago
  • Job Placements
  • Whittlesea
Description: ASSISTANT SPA MANAGER LOCATION: Tokai - Cape ... ) CIDESCO / ITEC / CIBTAC etc. Senior Therapist OR Assistant Spa Manager experience essential ...
14 days ago
  • Job Placements
  • Whittlesea
Description: Accounts Assistant Location: Athlone Industria 1, Cape Town ... 2+ years’ experience as an Accounts Assistant Work experience at a CA firm ... duties (filing, answering telephone). Assist senior staff with ad-hoc duties.
21 days ago
  • Job Placements
  • Whittlesea
... instructions to ensure more senior colleagues or a senior executive make the best ... obtain information on behalf of a senior colleague. Receive visitors and respond ...
22 days ago