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Senior wealth assistant jobs in Eastern Cape (100 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
  • Executive Placements
  • Whittlesea
... 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
  • Executive Placements
  • Whittlesea
... 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
  • Michelle Cloete Consulting Pty Ltd
  • East London
... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ...
19 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
... requirements: Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... 08 Matric MS Office Personal Assistant/Senior Secretary - experience needed ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
... requirements: Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... 08 Matric MS Office Personal Assistant/Senior Secretary - experience needed ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
... requirements: Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ... 08 Matric MS Office Personal Assistant/Senior Secretary - experience needed ... : Matric MS Office Personal Assistant/Senior Secretary - experience needed Knowledge ...
19 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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 ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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 ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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 ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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 ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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 ...
4 days ago
  • Michelle Cloete Consulting Pty Ltd
  • East London
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