This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience of all necessary documentation relating to administration of local and offshore investment instructions (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience of all necessary documentation relating to administration of local and offshore investment instructions (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation with administration team to process recommendations as per Advice Process General administration Prepare post review Attend client meetings if required Academic Qualifications and Background Tertiary qualification
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation with administration team to process recommendations as per Advice Process General administration Prepare post review Attend client meetings if required Academic Qualifications and Background Tertiary qualification
university required. Honours advantageous Good academic track record
university required. Honours advantageous Good academic track record
university required. Honours advantageous Good academic track record Strong numerical ability Excellent
university required. Honours advantageous Good academic track record Strong numerical ability Excellent