... 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 ...
24 days 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 ...
24 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 ...
28 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 ...
a month 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 ...
a month ago
... providing expert financial planning and wealth management solutions to their clients ... our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities: - ... - Basic knowledge of investment and wealth management products. - Proficient in MS ...
12 days ago
... / insurance industry seeks an Executive Assistant / Personal Assistant to Ecutive CEO. This ... the financial services / industry/investment/wealth management/asset management industry Salary ... of experience as an Executive Assistant to Executive or in a ...
6 days ago
... / insurance industry seeks an Executive Assistant / Personal Assistant to Ecutive CEO. This ... the financial services / industry/investment/wealth management/asset management industry Salary ... of experience as an Executive Assistant to Executive or in a ...
6 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 ...
7 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 ...
a month 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 ...
a month ago
... Insurance Advisor to join their Wealth Insure Team. The role involves ... -worth clients. Knowledge of the Wealth Market and tailored insurance solutions ...
a month ago
... a minimum of 5 years experience as a Wealth Manager in the Financial Services ...
15 days ago
... a full-time Broker's Assistant / Broker Assistant Administrator role located in Randburg ... . As a Broker Assistant, you will be responsible ... experience as a Personal Assistant / Office Administrator / Financial Assistant Insurance / Financial ...
22 days ago
... a full-time Broker's Assistant / Broker Assistant Administrator role located in Randburg ... . As a Broker Assistant, you will be responsible ... experience as a Personal Assistant / Office Administrator / Financial Assistant Insurance / Financial ...
22 days ago
... highly organized and proactive Personal assistant to provide comprehensive administrative support ... experience as a Personal Assistant / Executive Assistant Ability to deal with ... multiple Directors as a Personal Assistant Advanced proficiency in Microsoft ...
26 days ago
... highly organized and proactive Personal assistant to provide comprehensive administrative support ... experience as a Personal Assistant / Executive Assistant Ability to deal with ... multiple Directors as a Personal Assistant Advanced proficiency in Microsoft ...
26 days ago
... may appear in a project assistant job description. General administrative skills ... and presenting information. Proofreading: Project assistants can benefit from excellent written ... , and formatting issues. Project assistants often proofread reports, proposals, ...
a month ago
... may appear in a project assistant job description. General administrative skills ... and presenting information. Proofreading: Project assistants can benefit from excellent written ... , and formatting issues. Project assistants often proofread reports, proposals, ...
a month ago
Description: Position: Executive Personal Assistant Location: Sandton, Johannesburg Employment ... Type: Full Time Executive Personal Assistant, supporting the CEO with ... experience as an Executive Assistant or Personal Assistant. â?? Strong communication and ...
6 days ago