Key Responsibilities : Provide general administrative support and personal assistance to the Financial Advisor. Prepare client quotes and process policy amendments. Manage claims and new business applications. Update investment portfolios and conduct risk

Overview: Our client is an asset management company, licensed and regulated by the GFSC, and has been in operation for over 30 years. They work with high-net-worth private clients, family offices, trusts, and institutions, offering products such as funds o

Key Responsibilities: Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager. Monitor & check execution of trade instructions via the pricing administrator Monthly monitoring of portfoli

The role primarily focuses on performing reconciliation processes for cash, asset positions, and trade processing, as well as managing exceptions, conducting investigations, and escalating issues when necessary.Key Responsibilities:Reconciliation Process:

One of the TOP banks in S.A. is urgently in need of an experienced Reconciliation Administrator to join their team on a 6-month contract. Qualifications and experience:Relevant experience with collective investment schemes Diploma / degree in Finance / Acc

The role primarily focuses on performing reconciliation processes for cash, asset positions, and trade processing, as well as managing exceptions, conducting investigations, and escalating issues when necessary.Key Responsibilities:Reconciliation Process:

Our client, a leading Global Asset Manager, is seeking to appoint a Quality Control Administrator. This position will form part of their Quality Control team. The Quality Control team is responsible for the quality checking of client instructions (forms) a

The role primarily focuses on performing reconciliation processes for cash, asset positions, and trade processing, as well as managing exceptions, conducting investigations, and escalating issues when necessary.Key Responsibilities:Reconciliation Process:

IntroductionA leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesAc

Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our clients Investment Pla

Qualifications BCom or Higher Diploma in Accounting or Financial ManagementExperienceExperience 1 to 3 years of experience in the Financial Services industryPurpose of jobUnitisation and cash flow management of client funds including:Determination of unit

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with

Overview: Our client is an asset management company, licensed and regulated by the GFSC that works with high net-worth private clients, family offices, trusts and institutions. Their main products are funds of hedge funds, bespoke managed accounts and an E

Overview: Our client is an asset management company, licensed and regulated by the GFSC, and has been in operation for over 30 years. They work with high-net-worth private clients, family offices, trusts, and institutions, offering products such as funds o

Key Responsibilities: The accurate validation and processing of all client instructions into the administration system and ensuring the constant review and updating of the workflow systemEnsure trades are matched between client notification and counte

Key Responsibilities: The accurate validation and processing of all client instructions into the administration system and ensuring the constant review and updating of the workflow systemEnsure trades are matched between client notification and counte

Key Responsibilities:Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager.Monitor & check execution of trade instructions via the pricing administratorMonthly monitoring of

To qualify for this position, you need:Bachelor’s degree in Accounting, Finance, Business Administration, or related field (preferred).Minimum 2-3 years of experience in financial administration, accounting or property management.Strong attention to

To qualify for this position you need:Matric QualificationPrevious working experience within the property industry.Proficiency in data entry and CRM/property management. systems.Strong administrative and organisational skills.Detail orientated.Excellent co

Client centric investment management team seeks an Investment Administrator to join their team. Role is suitable to an accounting graduate or a junior investment administrator. This is a stable and experienced team based in the Southern Suburbs, Cape Town.

Minimum requirements: Matric or other relevant qualifications Minimum 3 years investment administration or previous experience in a similar role within the financial services industry Knowledge of FICA as per FSCA requirements and Regulatory Compliance Job