... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
4 days ago
... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
5 days ago
... : 5+ years experience in the investment financial services industry is essential 3+ Experience ... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
a month ago
... looking for an Tax Administrator/Assistant to join their Tax team ... obligations are integrated with broader financial and compliance processes. Support broader ...
3 days ago
... management skills Strong knowledge of financial regulations and accounting principles ... team DUTIES: Assist in preparing financial statements, reports, and budgets. Process ... and accounts. Maintain and update financial records. Support payroll preparation ...
25 days ago
... management skills Strong knowledge of financial regulations and accounting principles ... team DUTIES: Assist in preparing financial statements, reports, and budgets. Process ... and accounts. Maintain and update financial records. Support payroll preparation ...
a month ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
4 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
9 days ago
... management processes. Strong understanding of financial services, workforce dynamics, and industry ... . Employee Relations: Act as a trusted advisor to employees and management on ...
a month ago
... is seeking an AP/AR Assistant to prepare and process documentation ... functions. This role supports efficient financial operations and maintains strong creditor ...
17 days ago