Ensure that all timesheets (approved by client) are correct and submitted timeously per site workflow document PPE store (daily) to ensure quality and quantity correct per requirements – keep documented proof of this maintained correctly. Keep office neat and orderly. Maintain professional levels and services. Key qualifications
effectively carried out with continuous monitoring and corrective action is taken immediately and reported on monthly to ensure adherence to requirements and swift corrective action is taken when necessary Legal Compliance
to detail and accuracy. Adaptability. Customer service orientation. Key Responsibilities ● Manage and company database and keep updated by capturing correct/latest information on a daily basis ● Typing of Purchase of sundries ● Coordinate and oversee service providers ● General duties including photocopying
systems to ensure account and contacts are loaded correctly, current, and accurate.
Take responsibility
prospective IFAs.
Relationship Management & Servicing
Assist in establishing and maintaining effective
AML matter.
Assist in delivering the IFA service model through in person and online IFA engagement
A desire to learn and grow in the IFA servicing and technical space.
At least 5 years of
requested. Keeping in contact with client (after sales service) – Only when the Technical Representative is not within KPA: Handing of contracts to operators with correct addresses and dispatching crane to job after the Finance Department. Ensure that all filing is done correctly and is kept up to date. Processing of creditor's
requested. Keeping in contact with client (after sales service) – Only when the Technical Representative is not within KPA: Handing of contracts to operators with correct addresses and dispatching crane to job after the Finance Department. Ensure that all filing is done correctly and is kept up to date. Processing of creditor's
are questionable and following up to find the correct information Eliminating ambiguous writing, inconsistencies Editing reports for spelling, grammar, factual correctness and an adherence to standards You must be able
touch. They are dedicated to providing exceptional service, driven by a culture of integrity, transparency delivering tailored solutions and unparalleled service. A vanancy, which is currently temporary in nature administrative aspects pertaining to reception, client services, boardroom arrangements and general office arrangements scanned by the Admin Clerk and save them under the correct client folders. If the Administrative Clerk is morning if telephones are working and arrange for service provider to fix problems if necessary. Ensure that
touch. They are dedicated to providing exceptional service, driven by a culture of integrity, transparency delivering tailored solutions and unparalleled service. A vanancy, which is currently temporary in nature administrative aspects pertaining to reception, client services, boardroom arrangements and general office arrangements scanned by the Admin Clerk and save them under the correct client folders. If the Administrative Clerk is morning if telephones are working and arrange for service provider to fix problems if necessary. Ensure that
Ensuring client portfolios are up to date with the correct informatio What will make you successful in this stock-broking environment Experience within a financial services industry is essential Experience in a stock-broking