Broker Assistant jobs in Gauteng

We are recruiting for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS A MINIMUM REQUIREMENT. PLEASE DO NOT APPLY IF YOU DO HAVE THIS! THANK YOU Duties not limited to: Office administration responsibilities Reporting directly to the Director Insure: ...

At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated to delivering exceptional service, expert advice, and tailored insurance and investment products to ...

We are recruiting for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS A MINIMUM REQUIREMENT. PLEASE DO NOT APPLY IF YOU DO HAVE THIS! THANK YOU Duties not limited to: Office administration responsibilities Reporting directly to the Director Insure: ...

At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated to delivering exceptional service, expert advice, and tailored insurance and investment products to ...

The Personal Assistant will provide support to the Broker and Advisers in a short term brokerage firm located in Midrand. The ideal candidate will have a background in short term insurance, excellent secretarial and administration skills, and the ability to work in a fast-paced environment The ideal candidate will have a background in short term insurance, excellent secretarial and administration...

These jobs were popular with other job seekersFood Commodities company in Sandton is looking for an Assistant Financial Manager. It is expected that the successful candidate will be responsible for the maintenance, integrity and accuracy of all accounting records and will assist in the preparation of all financial reporting packs required and consolidation of accounts for various entities within ...

My Short Term Insurance Broker Client in Hougton is seeking a Receptionist and an Accounts Assistant. You will assist reception and the Finance Department to effectively and efficiently provide stakeholders with the relevant and timely reporting of financial activities and fulfilling other finance/administrative/reception related functions. Minimum Requirements: Matric Bookkeeping Diploma or simi...

Senior Broker AssistantCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking...

Senior Broker Assistant Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Check...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Financial Administrator /Assistant Bookkeeper/Advanced Excel from Financial Services R18 - R21KCTC Parktown B Com Accts/similar, previous exp, Unit Trusts/RA's Excel proficiency. Team-player The candidate will be responsible for performing the following tasks Daily reconcilliation of bank Accounts to the general ledger Daily recons of client funds balances in general Ledger to database Recons of ...

Financial Administrator /Assistant Bookkeeper/Advanced Excel from Financial Services R18 - R21KCTC Parktown B Com Accts/similar, previous exp, Unit Trusts/RA's Excel proficiency. Team-player The candidate will be responsible for performing the following tasks Daily reconcilliation of bank Accounts to the general ledger Daily recons of client funds balances in general Ledger to database Recons of ...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications ...

Senior Assistant to Financial Advisor(POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications a...

IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...

IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

These jobs were popular with other job seekersFood Commodities company in Sandton is looking for an Assistant Financial Manager. It is expected that the successful candidate will be responsible for the maintenance, integrity and accuracy of all accounting records and will assist in the preparation of all financial reporting packs required and consolidation of accounts for various entities within ...

To find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with a...

Broker Assistant/ Paraplanner

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties: Assisting Financial Planners in all their administrative tasks Research product information Prepare financial planning and investment proposals Handle and so...