also aid the Financial Planners with processing new business and existing business like investments, offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
also aid the Financial Planners with processing new business and existing business like investments, offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
Understand the process that needs to be followed by the operations team as a whole and need to be able to explain explain this to the customers New applications - Prepare and process applications Ensure the correct information Management - timeously processing and preparing the new loan applications within SLA Take ownership of your
Understand the process that needs to be followed by the operations team as a whole and need to be able to explain explain this to the customers New applications - Prepare and process applications Ensure the correct information Management - timeously processing and preparing the new loan applications within SLA Take ownership of your
with the Analyst team leader to identify training needs focused on enhancing their understanding of financial maintain the training induction program tailored for new Reviewers Oversee the onboarding process and provide on-the-job support for new Reviewers Conduct follow-up training sessions with new Reviewers to ensure adherence additional training needs before training sign-off Keep the training manual for new Reviewers up to date continuous financial upskilling of team members, both new and existing, is a key priority in your role Manage
with the Analyst team leader to identify training needs focused on enhancing their understanding of financial maintain the training induction program tailored for new Reviewers Oversee the onboarding process and provide on-the-job support for new Reviewers Conduct follow-up training sessions with new Reviewers to ensure adherence additional training needs before training sign-off Keep the training manual for new Reviewers up to date continuous financial upskilling of team members, both new and existing, is a key priority in your role Manage
as part of system change. Execute the changes needed as a result of this project. Assess and quantify Contacts) to analyze, generate and capture where needed “missing” master data and correct issues in real-time decision-making. Able to take new perspectives on existing solutions, exploring and implementing new concepts and methodologies
relationships with clients to understand their recovery needs. Regularly communicate with clients to provide updates identify opportunities to expand our services within new and existing client accounts allocated to you. You (KPIs) to measure performance, client satisfaction, new customers and account growth as well as implement
relationships with clients to understand their recovery needs. Regularly communicate with clients to provide updates identify opportunities to expand our services within new and existing client accounts allocated to you. You (KPIs) to measure performance, client satisfaction, new customers and account growth as well as implement
problems as needed. • Client briefings and progress meetings. • Team resource management for both new projects directed by the owner. C. Sales: • Facilitating needs analysis meetings with prospective clients. • Drafting