meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
ENGINEER (Office Based) Employer Description IT consulting company with the focus on BI & Data Management Data Cubes in the financial sector. Liaise with clients and Developers on Projects Actioning Code Development
Our client specialist in the building industry is urgently looking for a Construction Contract Manager contractual agreements with architects, consultants, clients, suppliers and subcontractors Conflict management subordinates. Delegation to subordinates. Negotiation with client, suppliers and subcontractors. Preparing progress progress reports and issuing progress schedules to clients Personnel management on site. Effective decisions
Our client specialist in the building industry is urgently looking for a Construction Contract Manager contractual agreements with architects, consultants, clients, suppliers and subcontractors Conflict management subordinates. Delegation to subordinates. Negotiation with client, suppliers and subcontractors. Preparing progress progress reports and issuing progress schedules to clients Personnel management on site. Effective decisions
month-end closing processes
Consultant: Mia vd Westhuizen - Dante Personnel Johannesburg
opportunity holds for innovative development and consultancy projects. The implementation on new processes solutions created by yourself and a team as each client is unique and solutions are not “one size fits
patient terms and conditions are signed prior to consultations and surgery Assisting in preparing theatre lists
patient terms and conditions are signed prior to consultations and surgery Assisting in preparing theatre lists
Our client in the telecommunication industry is looking for a self-motivated, hardworking, Pastel proficient statements To draw an age analysis for clients and phone all clients who has outstanding payments on invoices overdue accounts and then to suspend services to the clients. Assist with the Intercompany accounts. Reporting debts provision. Updating client database with the correct details. Calling clients regarding outstanding accounts and returned debit order. Responding to client queries timeously. Allocate payments to invoices
Our client one of South Africa's leading Binder Brokers is urgently looking for a Commercial Underwriter responsible for: Securing new business by obtaining client details. Approach market for quotes. Processing