for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Onshore experience in the wealth management industry, with Offshore experience (advantageous) Matric RE5
The insurance consultant role is focused on providing an end-to-end service and support to brokers. servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4 (insurance related qualification) Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage extension) Location: Bellville (Cape Town) 6 week training 6 month contract with possible conversion Working
The insurance consultant role is focused on providing an end-to-end service and support to brokers. servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4 (insurance related qualification) Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage extension) Location: Bellville (Cape Town) 6 week training 6 month contract with possible conversion Working
debt collection comments on NetSuite (training will be provided) Updating the schedule for daily cash necessary Downloading reports for meetings and providing relevant information to the Credit Controller Qualification / Experience: Matric Tertiary Qualification advantageous 1 Years' experience in debt collecting
debt collection comments on NetSuite (training will be provided) Updating the schedule for daily cash necessary Downloading reports for meetings and providing relevant information to the Credit Controller Qualification / Experience: Matric Tertiary Qualification advantageous 1 Years' experience in debt collecting
/>REQUIREMENTS:
Bookkeeper with 3-4 years of bookkeeping experience. You need experience in Full Bookkeeping to Trial Balance duties.
Salary Up to R 25000 + Provident fund contribution
> Matric 3-4 Years of Bookkeeping experience Full Debtors and Creditors experience General
recordkeeping Experience in assisting with a small payroll of 20 staff (all permanent) Experience in dealing
and Excel needed
SARS efling experience with returns and some submissions EMP’s, PAYE
consolidation of the financial and risk reporting Provide planning, budgeting and forecasting support and and working with the actuarial teams provide management reporting Develop strategy tracking tools to help analysis Matric / Grade 12 CA or BCom/ Hons Degree 5 years of post qualification experience Understanding
/>The overall objective of a Debtors Clerk is to provide bookkeeping and clerical support to all financial
/>Requirements: