accordance with Denel policies/procedures and PFMA requirements. Evaluate operational and financial reports operational and capital expenditure requirements as per the requirements of the organisation. Manage cost
e Pastel
Needs to understand Commercial Lines product requirements. Various Insurers – Commercial products Needs translate product requirements into system functionality – Eg. What information is required to be captured
Extensive liaison with sales reps and reporting into Head Office. REQUIREMENTS Grade 12, Accounting Diploma Day-to-day job costings & quotations for sales reps Debtors and follow up on outstanding accounts Manage registrations of any new Contract Fitters that are required to work on site Manage sick leave schedules and
Extensive liaison with sales reps and reporting into Head Office. REQUIREMENTS Grade 12, Accounting Diploma Day-to-day job costings & quotations for sales reps Debtors and follow up on outstanding accounts Manage registrations of any new Contract Fitters that are required to work on site Manage sick leave schedules and
if these sheets are not balancing
GENERAL
Resolving customer queries Liaising with sales reps regularly regarding customers. Daily customer payment
Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be sent, Submission the purpose of resolution to investigations Requirements: 5 years Onshore experience in the wealth management Proven ability to meet and understand compliance requirements Please note that if you have not heard from
Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be sent, Submission the purpose of resolution to investigations Requirements: 5 years Onshore experience in the wealth management Proven ability to meet and understand compliance requirements Please note that if you have not heard from
compliance with the relevant license to be a rep is required. Good understanding of Institutional Investment