executive is responsible for complete and accurate administration related to all policies and clients. Tasks Mission, values and service Strategy To Uphold and support the company mission, service strategy and values works towards further self-development Administration Administration related to job completed accurately Proven sales and marketing skills. High level of administration skills (filing/record keeping). Ability to
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) remedial actions from the compliance officer timeously. Operational support for Portfolio Managers and Client understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
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strong background in financial management and administration. Reporting to the Financial Manager and Financial practices. Proficient in Accounting software and MS Office (Excel). Skills and Competencies: Excellent communication
industry experience pref. Proficient in SAP and MS Office. The Job: Report to the Divisional Accountant: Precise planning and excellent organisational/administration skills. Exceptional accuracy and extreme attention
business. Ensure all technical aspects and administrative functions of underwriting are adhered to. Train claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint
business. Ensure all technical aspects and administrative functions of underwriting are adhered to. Train claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint
Preparation of monthly management accounts and supporting schedules. Preparation of annual audit packs budgets and reporting performance against budgets. MS Office advanced skills (mainly PowerPoint and Excel) Experience
Preparation of monthly management accounts and supporting schedules. Preparation of annual audit packs budgets and reporting performance against budgets. MS Office advanced skills (mainly PowerPoint and Excel) Experience
Financial: