Key Purpose of the role: Providing administrative support within Underwriting and Premiums department. Key Responsibilities Creating new scheme profiles on the relevant system post on-boarding process. Capturing all new member details on the relevant system per scheme. Processing arrear notification
Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing
Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing Business Servicing Preparation of new client files: FAIS documentation FICA requirements lists Managing
Vetting and verification of all FSP and FAIS representatives as per FSCA requirements and our internal PowerPoint. 3 – 5 Year General admin experience. FSP, FAIS knowledge (advantageous). Excellent verbal and written
Vetting and verification of all FSP and FAIS representatives as per FSCA requirements and our internal PowerPoint. 3 – 5 Year General admin experience. FSP, FAIS knowledge (advantageous). Excellent verbal and written
information at hand (lead times, stock, transport and credit info) Prepare quotations, pro-forma invoices and requirements Resolve customer queries and prepare credits where required Provide backup to Front Desk Notify
information at hand (lead times, stock, transport and credit info) Prepare quotations, pro-forma invoices and requirements Resolve customer queries and prepare credits where required Provide backup to Front Desk Notify
detail, Accuracy, Deadline-driven. WORKING CONDITIONS: 60% Office-based Required to visit establishments for
detail, Accuracy, Deadline-driven. WORKING CONDITIONS: 60% Office-based Required to visit establishments for
Assist with Customer queries Clean Criminal & Credit record - will be verified Monthly