... 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
... 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
... 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
... 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
... 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
... 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
... senior role focuses on monitoring and analyzing the Source of Wealth ... the legitimacy of clients' wealth and funds. Key ... Responsibilities Source of Wealth & Funds Analysis: Conduct ... high-risk cases to senior management and relevant authorities ...
5 days ago
... senior role focuses on monitoring and analyzing the Source of Wealth ... the legitimacy of clients' wealth and funds. Key ... Responsibilities Source of Wealth & Funds Analysis: Conduct ... high-risk cases to senior management and relevant authorities ...
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
Description: Personal Assistant required for a 6 month contract ... years Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge of ... requirements: Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge of ...
19 days ago
... 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
R 29 167
R 40 000
a month
... team as a permanent Admin Assistant, Sales in Boksburg. Key ... and meeting minutes for senior executives. Compile reports and ... , and other arrangements for senior staff. Requirements: Advanced MS ... and meeting minutes for senior executives. Compile reports and ...
25 days ago
R 29 167
R 40 000
a month
... team as a permanent Admin Assistant, Sales in Boksburg. Key ... and meeting minutes for senior executives. Compile reports and ... , and other arrangements for senior staff. Requirements: Advanced MS ... and meeting minutes for senior executives. Compile reports and ...
25 days ago
... 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
... 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
... a passionate Multimodal Controller who has a wealth of experience with all modes ...
14 days ago
... the financial operations of Everest Wealth. This role involves maintaining accurate ...
19 days ago
... 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
... : 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