independent firm that provides customized financial planning services to retirement funds and their members Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
insights
- Collaborate with manufacturing and service managers to develop effective costing models
- optimal cost management
- Mentor finance and admin teams to ensure streamlined processes
- Oversee
Insurance systems. • Work experience with a policy admin system preferably one of those offered by one of
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your provides customised financial planning and investment services to retirement funds and their members. They have
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your provides customised financial planning and investment services to retirement funds and their members. They have
inventory management and procurement processes Handle customer inquiries and resolve any operational issues in Accountant. Specialist qualification in financial services would be advantageous. Self-driven with at least 2-5 years working in operations in the financial services industry (preferably in fund management). Experience
clients, monitoring existing clients, handling customer queries and disputes, reconciling accounts, and control process. Responsibilities: Communicate with customers and representatives regarding outstanding payments (AA) and ensure maximum collections. Reconcile customer receipts daily and ensure accuracy of discount outstanding matters. Resolve customer-related queries promptly by liaising with customers and other departments accounts receivable (AA) includes all relevant customer data and visible comments regarding outstanding
clients, monitoring existing clients, handling customer queries and disputes, reconciling accounts, and control process. Responsibilities: Communicate with customers and representatives regarding outstanding payments (AA) and ensure maximum collections. Reconcile customer receipts daily and ensure accuracy of discount outstanding matters. Resolve customer-related queries promptly by liaising with customers and other departments accounts receivable (AA) includes all relevant customer data and visible comments regarding outstanding
prioritize tasks. Friendly and approachable with a customer-service-oriented mindset. Reliable and punctual with
Forecasting and budgeting Job costing Bill of materials Customer credit Management and systems implementation Set