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  • Posted: Mar 14, 2025
    Deadline: Not specified
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  • Oasis is a diversified wealth management company focused on delivering real value to its investors over the long term. The company provides services relating to asset management and financial advice. It also offers a wide investment product range that includes, discretionary savings, tax incentivised products, retirement funds, longterm insurance products...
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    Executive Personal Assistant

    Job Overview

    • The Executive Personal Assistant will serve as a key partner to the Executive Director, providing comprehensive administrative support to ensure smooth day-to-day operations. You will manage complex schedules, facilitate communication, and coordinate critical business activities. This role requires a high level of discretion, attention to detail, and the ability to navigate a fast-paced and ever-evolving financial services environment.

    Key Responsibilities:

    • Calendar & Schedule Management: Manage the Executive Director's complex calendar, prioritize urgent matters, schedule appointments, meetings, and travel arrangements ensuring optimal time management and organization. 
    • Correspondence & Communication: Handle incoming and outgoing communications, including emails, calls, and correspondence.
    • Travel & Event Coordination: Arrange travel, accommodation, and itineraries for both domestic and international business trips. Organize key events, including board meetings, client events, and internal team activities including liaising with clients, partners, and stakeholders.
    • Document Management: Prepare, review, and organize important documents, presentations, and reports. Proofread legal documents and correspondence, ensuring accuracy and timeliness.
    • Event Coordination: Organize internal and external events, client meetings, and team activities.
    • Project Assistance: Assist with ongoing projects by providing administrative support, tracking project timelines, and ensuring deadlines are met.
    • Research and Reporting: Conduct research and prepare reports, presentations, and briefings as needed. Gather market insights to assist with strategic decision-making, including analysis and industry trends.
    • Communication Liaison: Serve as a liaison between the Executive Director and internal teams, clients, and stakeholders.
    • Confidentiality & Discretion: Maintain confidentiality of sensitive information and handle high-pressure situations with discretion.
    • Task Coordination: Support the Director with various special projects, deadlines, and ad hoc tasks as required.
    • Client Liaison: Act as a liaison between the Executive Director, clients, and other external partners, ensuring communication is clear and timely.

    Education:

    • A degree or diploma in Business Administration, Legal Studies, or a related field is preferred.

    Experience and skills:

    • 5+ years proven experience as a Personal Assistant, Executive Assistant, or in a similar administrative role within a legal firm, demonstrating a strong understanding of legal terminology and document preparation.
    • Flexible and able to work outside of normal office hours, as needed, to support the Executive Director's schedule and business demands.
    • Exceptional typing skills, with the ability to produce accurate documents quickly and efficiently.
    • Excellent organizational and time-management skills, with the ability to manage competing priorities.
    • Ability to handle multiple priorities and work well under pressure.
    • Strong communication skills, both verbal and written, with the ability to represent the Executive Director professionally and to interact professionally with senior executives, clients, and stakeholders
    • Proficiency in MS Office Suite (Word, Excel, PowerPoint), and project management software and legal software platforms (preferred).
    • Strong problem-solving skills and a proactive, solutions-oriented approach
    • Strong attention to detail with the ability to anticipate needs and resolve issues proactively.
    • Discreet, professional, and able to manage confidential information with integrity.
    • Excellent interpersonal skills and the ability to work collaboratively with various teams.
    • Ability to work effectively under pressure and adapt to changing priorities.

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    Content Writer

    About the job

    • The Content Writer is responsible for creating compelling and engaging content for both traditional communications channels and digital marketing platforms. This role requires a versatile writer who can effectively convey the company's message across various mediums, ensuring consistency and alignment with brand guidelines.

    Key Responsibilities:

    Traditional Communications:

    • Write press releases, articles, and newsletters for print and online publications.
    • Develop content for corporate communications, including internal memos, speeches, and reports.
    • Craft clear and persuasive copy for brochures, flyers, and other marketing collateral.
    • Collaborate with the PR team to develop media kits and other press materials.
    • Ensure all traditional communication materials are aligned with the company's tone and style

    Digital Marketing Content Creation:

    • Create high-quality content for the company’s website, blog, and social media platforms.
    • Develop and implement content strategies that drive traffic and engagement.
    • Write SEO-optimized articles, product descriptions, and landing page copy.
    • Collaborate with the marketing team to create email marketing campaigns, including newsletters and promotional emails.
    • Generate creative content ideas to support digital marketing campaigns.
    • Monitor and analyse the performance of digital content and adjust strategies as needed.

    Qualifications

    • Bachelor’s degree in English, Communications, Journalism, Marketing, or a related field.
    • 3+ years of experience in content writing for both traditional and digital platforms.
    • Exceptional writing, editing, and proofreading skills.
    • Strong understanding of SEO principles and best practices.
    • Proficiency in content management systems (CMS) and familiarity with HTML/CSS is a plus.
    • Experience with social media platforms and content strategies.
    • Ability to adapt writing style to different audiences and mediums.
    • Strong research skills and attention to detail.
    • Excellent organizational and time-management skills.
    • Experience within the financial services industry would be advantageous.

    Preferred Skills:

    • Experience with graphic design tools (e.g., Adobe Creative Suite) to create visually appealing content.
    • Familiarity with video content creation and editing.
    • Understanding of digital marketing tools and analytics platforms (e.g., Google Analytics, HubSpot).
    • Knowledge of content marketing and inbound marketing strategies.

    Key Competencies:

    • Writing Skills: Outstanding ability to write clear, engaging, and grammatically correct content in English.
    • Versatility: Proficiency in creating content for a variety of formats and platforms.
    • SEO Knowledge: Understanding of how to optimize content for search engines to improve visibility.
    • Creativity: Ability to generate innovative ideas and approaches for content creation.
    • Attention to Detail: Meticulous approach to editing and ensuring content accuracy.
    • Analytical Skills: Ability to analyse content performance metrics and refine strategies accordingly.
    • Collaboration: Strong interpersonal skills to work effectively with various teams within marketing as well as investments and amongst key business stakeholders.

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    Financial Advisor - Cape Town

    Position Overview

    • We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

    Key Responsibilities

    • Provide comprehensive financial planning and advisory services to clients.
    • Develop and implement personalized investment strategies aligned with clients' financial goals.
    • Maintain and grow a client portfolio through proactive relationship management.
    • Stay abreast of industry trends, regulatory changes, and investment opportunities.
    • Collaborate with internal teams to deliver holistic financial solutions.

    Qualifications

    • Bachelor’s degree in finance, accounting, business or related field
    • RE5 certification.
    • Certified Financial Planner (CFP) designation.

    Experience

    • Minimum of 3 years' experience in financial planning and advisory services.
    • Strong understanding of investment products, financial markets, and regulatory frameworks.
    • Excellent communication and interpersonal skills.
    • Proven ability to build and maintain client relationships.
    • Self-motivated with a results-driven approach.

    Skills Required

    • Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
    • Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
    • Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
    • Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
    • Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
    • Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
    • Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
    • Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.

    Competencies

    • Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
    • Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
    • Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
    • Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
    • Team Collaboration: Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
    • Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.
    • Accounting / Financial Services jobs

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    Digital Marketing Specialist

    About the job

    • The Digital Marketing Specialist is responsible for developing, implementing, tracking, and optimising digital marketing campaigns across all digital channels. This role requires a highly skilled individual who can effectively manage various aspects of digital marketing, including SEO, PPC, content marketing, social media, email marketing, and analytics.

    Key Responsibilities:

    Strategy and Planning:

    • Develop and implement comprehensive digital marketing strategies to achieve business objectives.
    • Conduct market research and competitor analysis to inform marketing strategies.
    • Set digital marketing KPIs and track progress towards achieving them.
    • Collaborate with cross-functional teams to ensure cohesive marketing efforts.
    • Ability to seamlessly integrate and optimise all digital and all social channels.

    SEO (Search Engine Optimisation):

    • Perform keyword research and analysis to identify opportunities for organic growth.
    • Optimise website content and structure to improve search engine rankings.
    • Monitor and report on SEO performance, making data-driven recommendations for improvement.
    • Implement on-page and off-page SEO best practices.

    PPC (Pay-Per-Click) Advertising:

    • Plan, create, and manage PPC campaigns across platforms such as Google Ads, Bing Ads, and social media.
    • Conduct keyword research and bid management to maximise ROI.
    • Monitor and analyse campaign performance, making adjustments as needed.
    • Develop and test ad copy and landing pages to optimise conversion rates.

    Content Marketing:

    • Create and manage high-quality content for blogs, websites, social media, and other digital platforms including emails.
    • Develop content calendars and ensure timely publication.
    • Collaborate with designers, writers, and other content creators to produce engaging multimedia content.
    • Implement content marketing strategies to attract and retain customers.

    Social Media Marketing:

    • Develop and implement social media strategies to increase brand awareness and engagement.
    • Manage and grow the company's social media presence on platforms such as Facebook, Twitter, LinkedIn, Instagram, and others.
    • Create and schedule posts, monitor interactions, and respond to comments and messages.
    • Analyse social media performance and adjust strategies accordingly.

    Email Marketing:

    • Plan and execute email marketing campaigns, including newsletters, promotional emails, and automated workflows.
    • Segment email lists and personalise email content to improve engagement.
    • Monitor email performance metrics and optimise campaigns for better results.
    • Ensure compliance with email marketing regulations and best practices.

    Analytics and Reporting:

    • Use web analytics tools (e.g., Google Analytics) to track and measure the effectiveness of digital marketing efforts.
    • Prepare detailed reports on campaign performance, measure website traffic, and other key metrics.
    • Analyse data to gain insights and make data-driven decisions.
    • Provide recommendations for improving digital marketing strategies based on analysis.

    Qualifications:

    • Bachelor’s degree in Marketing, Business, Communications, or a related field.
    • 5+ years of experience in digital marketing.
    • Proven track record of managing and optimising digital marketing campaigns across multiple channels.
    • Strong understanding of SEO, PPC, content marketing, social media, email marketing, and web analytics.
    • Proficiency with digital marketing tools and platforms (e.g., Google Analytics, Google Ads, SEO tools, email marketing software, social media management tools).
    • Excellent written and verbal communication skills.
    • Strong analytical skills and attention to detail.
    • Ability to manage multiple projects simultaneously and meet deadlines.
    • Up-to-date with the latest trends and best practices in digital marketing.

    Key Competencies:

    • Strategic Thinking: Ability to develop and implement effective digital marketing strategies.
    • Analytical Skills: Proficiency in analysing data and making data-driven decisions.
    • Technical Proficiency: Knowledge of digital marketing tools and platforms.
    • Creativity: Ability to generate innovative ideas and solutions.
    • Project Management: Strong organisational and time-management skills.
    • Collaboration: Excellent interpersonal skills to work effectively with cross-functional teams.

    Preferred Skills:

    • Experience with graphic design tools (e.g., Adobe Creative Suite) for creating visual content.
    • Knowledge of HTML/CSS for minor website edits and email templates.
    • Experience with marketing automation tools (e.g., HubSpot, Marketo).
    • Familiarity with conversion rate optimisation (CRO) techniques.
       

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    Accountant

    Position Overview:

    • We are seeking a qualified and experienced Accountant to join our dynamic team, responsible for record keeping, management and financial accounting, analysis, budgeting, reporting and ensuring that all corporate accounting and reporting requirements and deadlines are met. The ideal candidate will also be responsible for the reporting and consolidating of businesses and financial reporting from their respective accounting functions, as well as ensuring continuous implementation and strict application of a set of operational standards and controls throughout the company.

    Key Responsibilities:

    • Financial Reporting: Ensure that all financial reports including but not limited to the monthly accounts and the preparation of audit files are prepared accurately and submitted on time on due dates, procedure manuals are adequately prepared and maintained regularly and are at the required standard.
    • Accounting: Applying principles of accounting to prepare and analyse financial information, prepare financial reports including financial statements, strategic plans, budgets and financial forecasts, and variances from forecasts and the interpretations thereof and perform reconciliations.
    • Taxation: Ensure that all related tax and statutory affairs of the different companies are in order including but not limited to ensuring that VAT, PAYE, UIF, SDL, Income Tax, Dividend Tax, FSB levies are duly submitted and paid for in time and proper cash planning is maintained to meet all our tax commitments.
    • Systems: Ability to work within a strictly automated environment. Ensure integrity in systems mapping, Generation of appropriate and accurate management reports

    Key Requirements

    Qualifications:

    • BCom Accounting and completed their articles with a reputable firm

    Experience:

    • 2-5 years of relevant experience, with a stable career history.
    • Completed articles with a globally reputable Audit Firm.
    • Existing experience with capital adequacy requirements of financial services companies.
    • Previous experience in the fund management industry.
    • Experience in a large multinational environment with a focus on management and cost accounting

    Skills:

    • Accounting Software Proficiency: Good working knowledge of Accounting Packages (Pastel, Oracle, Caseware, MDA etc.).
    • Corporate & Tax Law Expertise: In-depth knowledge of corporate and tax laws and regulatory requirements.
    • International Tax Knowledge: Knowledge of international tax.
    • Financial Regulatory & Reporting Expertise: Knowledge of IFRS/GAAP and other financial regulatory and reporting requirements.
    • Electronic Accounting Review: Ability to perform electronic reviews of accounting information.
    • Report Writing: Ability to type reports to management on an ongoing basis.
    • Computerized Accounting Systems: Proficiency in operating in a fully computerized financial accounting environment and ensuring the accuracy of static data.

    Competencies:

    • Strong leadership skills.
    • Ability to create a network of contacts across various disciplines.
    • Mentor, coach and generally support team members.
    • Build morale/ personal esteem and generally encourage others to give their best performance.
    • Confident and influential.
    • Creative and flexible decision-making ability.
    • Ability to maintain relationships and develop a sense of trust within the team.
    • Self-starter with strong problem-solving abilities and attention to detail.
    • Create a culture of continuous improvement.
    • Honesty and integrity.
    • Strong numerical ability.
    • Ability to work well under pressure.
    • Strong time management skills.
    • Evaluate situations and calculate risks whilst justifying and defending quality standards.
    • Energetic with the ability to multitask.

    Method of Application

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