meetings from Financial Advisors interaction with clients;
new business and/or client servicing;
clients;
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
month-end closing processes
Consultant: Mia vd Westhuizen - Dante Personnel Johannesburg
Our client in the telecommunication industry is looking for a self-motivated, hardworking, Pastel proficient statements To draw an age analysis for clients and phone all clients who has outstanding payments on invoices overdue accounts and then to suspend services to the clients. Assist with the Intercompany accounts. Reporting debts provision. Updating client database with the correct details. Calling clients regarding outstanding accounts and returned debit order. Responding to client queries timeously. Allocate payments to invoices
Our client one of South Africa's leading Binder Brokers is urgently looking for a Commercial Underwriter responsible for: Securing new business by obtaining client details. Approach market for quotes. Processing
Our client one of South Africa's leading Binder Brokers is urgently looking for a Commercial Underwriter responsible for: Securing new business by obtaining client details. Approach market for quotes. Processing
Assiting with invoicing of the clients Creating and issuing invoices to customers Processing credit notes (stock & services) Answering/assisting with client queries on billings Monitoring all payments and
invoices Keeping client information current Opening and loading contracts Ensure client information is
- Keeping client information current - Opening and loading contracts Duties - Ensure client information