skilled in E-commerce as well as the financial services aspect of the business. Additionally, oversee
skilled in E-commerce as well as the financial services aspect of the business. Additionally, oversee
Scorecard implementation
Design/introduce affordability calculators
Credit management
Customer experience
Manage risk/optimisation/acquisition
Ensure statutory compliance
Risk strategy fraud
Segmentation
Skills & Experience: <
based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry
Must be computer literate on a to client consultations for new business and service-related needs
Maintaining of existing bu
to):
Duties (but not limited to): Service existing clients Parts sourcing Assist Service Department with parts request and provide excellent service with regards to parts Provide best customer service Handle customer complaints Receive & log stock into inventory Notify service department when parts / back ordered have been
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
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 /