Financial Administrator /Assistant Bookkeeper/Advanced Excel from Financial Services R18 - R21KCTC Parktown daily RA payments to administrator Reconciling daily RA payments from administrator Preparing daily Unit Trust payments to administrator Recons of daily Unit Trust payments from administrator Preparing daily experience in financial administration Proficient on Excel – advanced High service orientation Understanding Understanding of company products, services and internal processes an advantage Excellent verbal and written
PE002444-LS-1 Our client, a leader in the Financial Services Sector, based in Walmer, Port Elizabeth; is seeking an experienced Administrator to their team. Minimum of 4 years extensive administrative experience secures 4 years extensive administrative experience; preferably in the financial services space. Good written
4 years extensive administrative experience; preferably in the financial services space.
combined sales and service position, whose primary function is to provide quality service to clients and within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships essential
Are you an experienced Personal Lines Underwriter looking to join a dynamic and forward-thinking insurance assessment, and a dedication to delivering exceptional service, we invite you to explore this opportunity further
a strong background in Personal and Commercial lines underwriting? Do you have RE, FAIS, and COB qualifications and regulatory changes Providing exceptional customer service and support to clients Qualifications and certification FAIS (Financial Advisory and Intermediary Services) accreditation COB (Class of business ) Strong
regulatory changes
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PE002444-LS-1 Our client, a leader in the Financial Services Sector, based in Walmer, Port Elizabeth; is seeking an experienced Administrator to their team. Minimum of 4 years extensive administrative experience secures 4 years extensive administrative experience; preferably in the financial services space. Good written
independent financial services company is recruiting for a Insurance administrator / PA to join their 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 planning recommendations
Oversee the administration of a financial planning practice, including