investment assistant jobs

Who are we?SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building endur...

RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners with any administration relatin...

Job SpecificationManaging the team resources (has direct reports)Allocating tasksReviewing payments as an authorised A signatory and monitoring client service levels for reporting purposesReview and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided Assist team membersProvide training to new members of staff when required and promote knowle...

Job SpecificationManaging the team resources (has direct reports)Allocating tasksReviewing payments as an authorised A signatory and monitoring client service levels for reporting purposesReview and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided Assist team membersProvide training to new members of staff when required and promote knowle...

RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners with any administration relatin...

Crescent Star Pty Ltd is a privately held investment company based in Durban North, La Lucia. We are currently seeking an experienced and professional Executive Personal Assistant to provide unparalleled support to our executive in both his personal a...Importat: Role would require travel, accompanied on short notice and requirements of the above may include after-hours, public holidays and weeke...

Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised A signatory and monitoring client service levels for reporting purposes Review and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided Assist team members Provide training to new members of staff when required and promote k...

Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised A signatory and monitoring client service levels for reporting purposes Review and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided Assist team members Provide training to new members of staff when required and promote k...

Reference: CPT000513-Tam-2 Being responsible for producing financial statements, NAV Valuations, and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client-driven requirements Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised...

Being responsible for producing financial statements, NAV Valuations, and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client-driven requirements Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised A signatory and monitoring...

Who are we?Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our cl...

Job Title: Fiduciary Assistant (Afrikaans Speaking) Location: South Africa, Gauteng, Gauteng Job Type: Permanent, Full-Time hours Primary Industry: Banking and Finance Secondary Industry: Legal Salary: ZAR00 - ZAR00 Job Duties: Assist in the administration of trusts, estates, and other fiduciary accounts Prepare and maintain accurate account records and documentation Communicate with clients, ben...

Job Title: Fiduciary Assistant (Afrikaans Speaking) Location: South Africa, Gauteng, Gauteng Job Type: Permanent, Full-Time hours Primary Industry: Banking and Finance Secondary Industry: Legal Salary: ZAR00 - ZAR00 Job Duties: Assist in the administration of trusts, estates, and other fiduciary accounts Prepare and maintain accurate account records and documentation Communicate with clients, ben...

RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners with any administration relatin...

Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective jo...

RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners with any administration relatin...

Job Title: Assistant AccountantLocation: Southern Suburbs, Cape Town Job Type: Full-TimeHire Resolve's client in the Investment Management industry is seeking a highly motivated and detail-oriented Assistant Accountant to join their finance team. The ideal candidate will have a strong background in accounting principles and practices, as well as excellent analytical and problem-solving skills.Res...

Job Title: Assistant AccountantLocation: Southern Suburbs, Cape Town Job Type: Full-TimeHire Resolve s client in the Investment Management industry is seeking a highly motivated and detail-oriented Assistant Accountant to join their finance team. The ideal candidate will have a strong background in accounting principles and practices, as well as excellent analytical and problem-solving skills.Res...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator and the client d...

Overview Hire Resolve s Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers.You will work...

Overview Hire Resolve s Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers. You will wor...

Overview A niche Asset Management company in Johannesburg is looking for an Assistant Financial Manager to hit the ground running in their Finance team. They are looking for a candidate who is accountable by nature with astute leadership capabilities. Even though the title says assistant , you will be expected to take on senior leadership responsibilities and drive a team. If you come from a Cons...

Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective jo...

Our client a leading Brokerage in Pretoria is urgently seeking for a Personal Assistant who can assist the Director with his daily planning and letter writing. Candidate must come from the Investment/Insurance or Financial Services Industry. Responsibilities Providing key support and assistance to the Managers and Teams. Assisting with all daily activities related to the role. Control and update ...