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Trish Lee Trish Lee

Accounting Graduate

Our client, a financial services group, is seeking a dynamic, passionate, newly qualified Accounting Graduate to join their small, dynamic team.

The successful candidate will report to the operations team leader and form part of the operations team.  

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Trish Lee Trish Lee

Wealth Management Associate

Our client, a Wealth Management company, is seeking a Wealth Management Associate to join their team and provide exceptional support to the Director, by managing deadline-driven administrative tasks with a strong focus on client-centricity, professionalism, and trust.

The Wealth Management Associate (WMA) will act as an essential partner to the Director, ensuring seamless execution of operational responsibilities to enhance the client experience.

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Trish Lee Trish Lee

Accountant / CA

Our client, a Wealth Management organisation based in Southern Suburbs CT, is seeking an Accountant/Financial Reporting Specialist to join their team.

The successful candidate will work closely with senior leadership, including directors, and collaborate with team members to enhance efficiency, reporting accuracy, and strategic insight.

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Trish Lee Trish Lee

Assistant Accountant

Our client, a niche credit fund, specializing in property secured lending, is seeking an Assistant Accountant to join their team. with an operational mindset.

The successful candidate should have an operational mindset, be highly organized and be process driven.

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Trish Lee Trish Lee

Portfolio Administrator

Our client, a Wealth Management company, is seeking a Portfolio Administrator to join their team. The purpose of the role will be to provide administrative support to the Asset Management team, to ensure accurate and timely processing of all related requests.

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Trish Lee Trish Lee

Business Analyst

Our client is a specialist management consultancy dedicated to delivering innovative solutions within the asset management, banking and retail industries. Their experienced consultants work closely with clients in South Africa and the UK to offer expert advisory services, transformation support, implementation of efficient processes, all ensuring regulatory compliance. 

The Business Analyst will work closely with clients to understand project outcomes and, through a structured process, model, validate, and translate client needs into detailed business requirements. These requirements will serve as the foundation for crafting technical and/or business solutions.

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Trish Lee Trish Lee

Project Manager

Our client is a specialist management consultancy dedicated to delivering innovative solutions within the asset management, banking and retail industries. Their experienced consultants work closely with clients in South Africa and the UK to offer expert advisory services, transformation support, implementation of efficient processes, all ensuring regulatory compliance. 

They are seeking a highly skilled and experienced Project Manager to lead, manage, and ensure the successful execution of projects from inception through to completion. The primary responsibility is to plan, organize, direct, and control the project activities to ensure they are completed effectively, efficiently, and within scope, time, and budget constraints.

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