responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information commissions / fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock
responsibility for overseeing the administrative, operations and client services support to the Financial
services experience, as defined by the Head of Operations.
Take full responsibility for the implementation
Treating Customer Fairly.
Operations
Collation of all clients related
to the Financial Planner.
Operational support for Portfolio Managers and CRMs
Operations Manager timeously to avoid running out of stock
***SHIFT WORK POSITION CAR RENTAL OR SIMILAR EXPERIENCE REQUIRED***
An expanding
and a valid drivers license is required for this position.
Job Requirements
his billing and collections
Busy complex position of co-ordination where a balance of confidence
purpose of the recruitment and selection of the said position, and this information may be shared with the relevant
Bellville is seeking a Office Administrator. This position is an excellent opportunity for someone who is and who would like to progress further than this position within the company. Requirements: Matric with
and hardcopy filing system
tasks related to vehicle management and dispatch operations, while the primary focus of this role is administrative
electronic and hardcopy filing system Answers and operates telephones Assists with the drafting of presentations
electronic and hardcopy filing system Answers and operates telephones Assists with the drafting of presentations
versatile Office Manager to oversee administrative operations and ensure the smooth functioning of the office