in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have strong excellent customer service. Requirements: Matric Degree or diploma in Financial Services would be an advantage At least 5 years' experience in the financial services arena MS Office – proficient (Especially Excel)
in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have strong excellent customer service. Requirements: Matric Degree or diploma in Financial Services would be an advantage At least 5 years' experience in the financial services arena MS Office – proficient (Especially Excel)
disability and funeral claims information as per agreed service levels between SALT EB and the Fund and support provide efficient administration and verification service in respect to quality assurance of risk claims claims that results in the improvement of client service and to minimize financial risk. The responsibility conform to the set standards, within the agreed service levels and that the claim is ready for processing Compliance, Client Services, the Contact Centre, employers and external service providers.
underwriting standards and providing quality client service:
Maintain effective with the Underwriting team to ensure required service levels are delivered.
Continuous
We are seeking to employ the service of Receptionist who will be responsible for greeting our visitors visitors and providing exceptional customer service assistance. Duties Serve visitors by greeting, welcoming Verbal and written communication skills. Customer service. Multitasking and prioritization. Trust. Familiarity
claims and performing costing activities for the service department. This role requires strong attention analysis for service and repair activities Calculate and prepare customer invoices for service and repair claims and costing information Collaborate with service technicians and parts department to ensure timely costing Provide administrative support to the service department as needed Requirements Minimum of 2 processes Experience with customer invoicing for service and repair jobs Ability to multi-task and work
Qualification secures Min 1-3 years Company Secretarial Services experience, CIPC CIPC procedures MS Office, CIPC CIPC Profile CIPC Company Secretarial Services We offer R neg on exp
Well-established Financial Services client seeks a Personal Assistant to Financial Administration or Financial Services Administration in a Financial Service environment
Excellent
Key Duties:
Provide support services to Financial Planner
General administration
Financial Planner Paarl Well-established Financial Services client seeks a Personal Assistant to Financial Administration or Financial Services Administration in a Financial Service environment Excellent computer to use initiative Key Duties: Provide support services to Financial Planner General administration /
Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Administration or Financial Services Administration in a Financial Service environment
Excellent
Key Duties:
Provide support services to Financial Planner
General administration