Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data check all proposals and application forms, submission of application forms to service providers / insurance implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
requirements.
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data check all proposals and application forms, submission of application forms to service providers / insurance implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Competitive Package on Offer!
Forming part of the Client Services Central Operations team of this highly Analyst experience gained within the Financial Services| Investment Industry
terms are adhered to and drive the process to correct if not aligned
Approve damage claims via the
account manager
Complete credit note request forms for processing upon claim approval
Upload SGX
remittances correctly to enable timely follow-up on outstanding invoices
Ensure correct trading terms
terms are adhered to and drive the process to correct if not aligned Processing - Damage claims to be relevent sales account manager - Credit note request forms to be completed for processing on receipt of approval Upload of SGX Sales and credit notes CV file - Correct allocation of remittances to enable the timeous - Ensure correct trading terms are applied and raise alert if it is not adhered to correctly - Balance
terms are adhered to and drive the process to correct if not aligned Approve damage claims via the relevant sales account manager Complete credit note request forms for processing upon claim approval Upload SGX sales remittances correctly to enable timely follow-up on outstanding invoices Ensure correct trading terms
terms are adhered to and drive the process to correct if not aligned Approve damage claims via the relevant sales account manager Complete credit note request forms for processing upon claim approval Upload SGX sales remittances correctly to enable timely follow-up on outstanding invoices Ensure correct trading terms
Reference: NPr001022-EHo-1 Multinational services conglomerate seeks to employ an experienced and dynamic The successful candidate will form part of the Finance Shared Service Centre and will play a key role cashbook and banking functionrole is essential Shared Services Centre experience highly preferred Strong working response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our
Reference: NPr001022-EHo-1 Multinational services conglomerate seeks to employ an experienced and dynamic The successful candidate will form part of the Finance Shared Service Centre and will play a key role cashbook and banking functionrole is essential Shared Services Centre experience highly preferred Strong working response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our