Portfolio Manager Assistant Jobs
Premier Job Offers
H2R Africa - Parktown
Manage all the office administration and logistics required for the executives including planning and coordinating travel, accommodation and meetings management (venues, parking, catering, equipment, and...
from: jobplacements.com
Ultra Personnel - Port Elizabeth, Nelson Mandela Bay, ZA (+3 locations)
Ensuring XPlan Policy Schedules are up to date and accurate Data capture of client demographic data on client relationship management system XPlan Client financial data capture (ASTUTE, PPs and manual)... Monthly
from: adzuna.co.za (+3 sources) - 2 days ago
Headhunters - Port Elizabeth, Nelson Mandela Bay, ZA (+1 location)
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture... Monthly
from: adzuna.co.za (+3 sources) - 6 days ago
AIV Property Specialists - Johannesburg,Gauteng,South Africa
AIV is a company that manages sectional title properties, we are looking for someone that can fill the position of Assistant to Portfolio Manager. In order to fulfil your duties, you will need previous... R13 000 pm
from: jobscoin.com - 17 days ago
Talented Recruitment - Durban
Deeply understand consumer behaviours, customers, competitors, influences, markets and anticipate trends and recommend competitive response plans and plans are adapted where relevant to incorporate insights...
from: executiveplacements.com (+1 source) - 25 days ago
Headhunters - Hillcrest, eThekwini, ZA (+1 location)
Pay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with PPs regarding commissions / fees due to the Financial... Monthly
from: adzuna.co.za (+3 sources) - 20 days ago
Headhunters - East London, Buffalo City, ZA
Check and ensure integrity of client data in the various advice tools and CRMs. 2. Financial Planning preparation & Client Reviews: XPlan Wealth Maps (client repots) must be complete and ready before any... Monthly
from: adzuna.co.za (+3 sources) - 22 days ago
JTC Group - Not specified, SA
Collating and reviewing due diligence documentation for client on-boarding for ICS New Business Team and new investors into the Funds in line with Cayman Islands Regulations, ensuring timely and effective... Not specified
from: mrjobs.co.za - 2 days ago
Nexit Recruit Pty (Ltd) - Humansdorp, Eastern Cape, South Africa
Position Overview: Our client is currently seeking an Accounting Portfolio Manager in Humansdorp and an Assistant Audit Manager in East London. The Accounting Portfolio Manager will be responsible for... To be Discussed
from: pnet.co.za - Yesterday
Isisekelo Recruitment - East London, Eastern Cape 5201, South Africa
Comprehensive Audit Oversight: Take charge of all phases of audit engagements, from meticulous planning to efficient execution and reporting. You will collaborate with the Audit Manager and Partner to... 1 - 2 ZAR Per annum
from: gohire.io (+1 source) - 2 days ago
Nestle - Gauteng, Johannesburg, SA
Operational Performance - Management of Sales Reporting and Forecasting. Ensure accurate and timely monthly sales reporting, including providing analysis and insights into the results. Utilising insights... Not specified
from: mrjobs.co.za - 20 days ago