Book and prepare review client files. Make sure all reviews are complete and monthly review targets met with all outstanding matters. Submit all investment applications. Keep updated registers of all processes it is current, correct and updated. Ensure that all documents, corporate files and filing are always General Servicing - Amendments and submitting of all investment applications. Liaise with Broker consultants attorneys, business bankers & medical professionals. All business document templates to be kept updated, as
Book and prepare review client files. Make sure all reviews are complete and monthly review targets met with all outstanding matters. Submit all investment applications. Keep updated registers of all processes it is current, correct and updated. Ensure that all documents, corporate files and filing are always General Servicing - Amendments and submitting of all investment applications. Liaise with Broker consultants attorneys, business bankers & medical professionals. All business document templates to be kept updated, as
reporting on all products being sold.
Follow up on old WIP to get sorted and invoice (all open jobs). Invoicing work orders. Maintain hard provide feedback to all relevant stakeholders. Opening of all internal jobs. Booking of all internal jobs. Booking of all cost on internal jobs. Scanning all relevant documents like invoices on the share drive with internal and external compliance. Executes all admin and clerical duties (Workshop/Field Service)
and courteous responses to all internal and external calls received. Ensure all calls are transferred to receiving visitors is informed promptly. Ensure that all windows and doors are closed properly to ensure security reception ablutions are kept clean and tidy at all times. Hand over all relevant keys to the MD PA at the end day, after locking up. Administration Ensure that all filing is done correctly and that the files are stored PA to order. Send required and relevant emails to all staff. Matric • 2 years or more prior reception experience
Ability to liaise professionally with personnel at all levels. Ability to work without supervision, under are to be neat and tidy at all times. Ensure route files are up to date. All bookings are to be up to date date on a daily basis. All posting sheet queries must be resolved within 48 hours and should this not are to follow up and obtain company numbers for all 102’s booked. An individual booking with an ID number you are to escalate the matter to your manager. All 103’s booked on the posting sheets are to have a
Scheduling visits in and outside of the office Providing all back up information needed for these meetings Setting ensure that all meetings are held on time Arrange travel through agents Arrange meetings Attend all operational support of Operations Manager Taking minutes of all operational meetings Issuing of reports where required Filing Managing and maintaining the RWYLO Typing of all correspondence with and for CEO and General Manager
Scheduling visits in and outside of the office Providing all back up information needed for these meetings Setting ensure that all meetings are held on time Arrange travel through agents Arrange meetings Attend all operational support of Operations Manager Taking minutes of all operational meetings Issuing of reports where required Filing Managing and maintaining the RWYLO Typing of all correspondence with and for CEO and General Manager
Wages Controller and Clerks are properly computed. All employees to be allocated to specific project/departments timesheets/subsistence allowances are received. All employees are to be paid by direct transfer with documentation. Ensure all accounts are balanced and accurately analysed. Scrutinise all computer output for relation to budgets on a monthly basis. Deal with all queries raised by the Wages Controller and if necessary