Financial Planners to ensure clients receive top-notch service and advice. You'll enjoy a blend of administrative earned them a reputation for delivering exceptional service and results. With a focus on continuous learning ensure their clients get only the best possible service and results. What you'll need To be considered opportunity to work alongside industry experts and thought leaders in the financial services sector. Our client client offers comprehensive training and development programs to help you enhance your skills and advance your
requires the services of an experienced Contributions Administrator from the EB industry
Matric
/>Accurate / Analytical / Assertiveness / Client Services / Communications skills
Deadline driven ans
interpret Fund rules
Abreast of the latest industry changes and enhancements
adhere to the administration procedures, SLA and industry requirements at all times. The team leader in administration procedures / policies and the service level agreements applicable to the Funds.
the preparation of fund-related regulatory and industry reporting in South Africa and the UK
specializing in company incorporation services for SMEs, is expanding its service offerings to include outsourced Africa, playing a crucial role in building this service line from the ground up.
Location: accounting services. This role includes supervising and guiding a team to ensure efficient service delivery maintain productivity.
Client Service and Relationship Management:
communication. He/she must ensure all the highest level of service standards, while maintaining accurate member data administration procedures / policies and the service level agreements applicable to the Funds.
allocating clients to the team.
Train, mentor and coach the team members.
Set
policies. They will form part of the Finance Shared Service Centre and will play a key role in managing the
will lead and take responsibility for the team servicing global operations.
Duties will include
to
candidate will form part of the Finance Shared Service Centre and will play a key role in managing the
will lead and take responsibility for the team servicing global operations.
Duties will include
to
PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking to relevant class of business and product specific training. FAIS compliant (continuous professional development) treating customers fairly. Comply with Group and Industry regulatory requirements. Please note should you
PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking to relevant class of business and product specific training. FAIS compliant (continuous professional development) treating customers fairly. Comply with Group and Industry regulatory requirements. Please note should you