give you the opportunity to partner with your client's through their life journey, uncovering their financial will get to know your client's on a personal level, understanding the client's personal situation and We create a uniquely Financial Plan to help our client's in areas that covers investments, insurance and creating wealth and financial peace-of-mind for their client's. This opportunity offers an exciting career within
give you the opportunity to partner with your client's through their life journey, uncovering their financial will get to know your client's on a personal level, understanding the client's personal situation and We create a uniquely Financial Plan to help our client's in areas that covers investments, insurance and creating wealth and financial peace-of-mind for their client's. This opportunity offers an exciting career within
variety of computer applications such as Microsoft Office. Also responsible for gathering and summarizing
the records of government agencies.
Advise clients in areas such as compensation, employee health
assumptions underlying budget forecasts.
Represent clients before taxing authorities and provide support during
comprehensive understanding and effective use of standard office equipment and standard software packages, while
Banking Consultant - Corporate Actions for our client based in Johannesburg. This is a hybrid position to ensure events are effectively processed and clients are informed and enabled to make appropriate elections Calculate and apply withholding tax for non-exempt clients for assigned events, validate CA 1 calculation SARS notification) for verification and inform clients of individual tax breakdown (holding reports). Track and action tax status changes to client accounts. Monitor and action tax reclaims Coordinate the
Banking Consultant - Corporate Actions for our client based in Johannesburg. This is a hybrid position to ensure events are effectively processed and clients are informed and enabled to make appropriate elections Calculate and apply withholding tax for non-exempt clients for assigned events, validate CA 1 calculation SARS notification) for verification and inform clients of individual tax breakdown (holding reports). Track and action tax status changes to client accounts. Monitor and action tax reclaims Coordinate the
balancing petty cash in cash register. To receive clients and answer the phone in a professional manner to enhance the companies image. Handle cash ransactions. Client invoicing - Walk in counter. Assist with debtor Do quotations - Walk ins only. Assist walk-in clients. Cash up. Assist with packing for delivery orders
efficiency
timeframe and compliance requirements; Undertaking client follow-ups when policies are cancelled to ascertain premiums in line with new asset values; Managing client expectation on expected turnaround times for submitted regional requirements; Assist with profiling the client with the best suitable product and underwriting criteria; Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product;
timeframe and compliance requirements; Undertaking client follow-ups when policies are cancelled to ascertain premiums in line with new asset values; Managing client expectation on expected turnaround times for submitted regional requirements; Assist with profiling the client with the best suitable product and underwriting criteria; Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product;
corporate events to ensure seamless operations and client satisfaction.
Your responsibilities Calculating and applying withholding tax for non-exempt clients, validating tax calculations, and submitting reports Standards
Technical Competencies:
- Client Servicing
- Continuous Improvement
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Others: Global Markets, STRATE, JSE, International Clients, Broker Dealers, Global Custodians, NBFI Multinational