Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
wholesaler and a brand market leader in their specific business sector, is seeking to employ an experienced Bookkeeper a Bachelor's Degree in Accounting, Finance or Business Administration, or any other related field. At financial administration functions of a company/business. Additional requirements: Experience working in of accounting principles. Knowledge of general business practices. Expertise in accounting software (Sage Define bookkeeping policies and procedures. Develop systems to account for financial transactions by establishing
wholesaler and a brand market leader in their specific business sector, is seeking to employ an experienced Bookkeeper a Bachelor's Degree in Accounting, Finance or Business Administration, or any other related field. At financial administration functions of a company/business. Additional requirements: Experience working in of accounting principles. Knowledge of general business practices. Expertise in accounting software (Sage Define bookkeeping policies and procedures. Develop systems to account for financial transactions by establishing
Strong MS Excel skills. Experience with MDA property system advantageous. Responsibilities and expectations Financial Movement / Disciplines relating to the business and property portfolio (internal and external) requirements and access control for MDA property system. Financial Activities: Ensure timely tenant payments refreshments, cleaning products and stationery. Back-up system in place (MDA, Microsoft Office, etc.). Security minimum period. Systems / Controls / Processes: Establish and document financial systems and controls.
Strong MS Excel skills. Experience with MDA property system advantageous. Responsibilities and expectations Financial Movement / Disciplines relating to the business and property portfolio (internal and external) requirements and access control for MDA property system. Financial Activities: Ensure timely tenant payments refreshments, cleaning products and stationery. Back-up system in place (MDA, Microsoft Office, etc.). Security minimum period. Systems / Controls / Processes: Establish and document financial systems and controls.
Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
administrative duties with regards to new and existing business for brokers. Preparation, summary and administration Capturing of details onto the new business register and submitting new business applications. Run due diligence missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current accountants, attorneys, business bankers & medical professionals. All business document templates to smooth running of the day-to-day operations of the business. Answering the telephone and transferring of calls
administrative duties with regards to new and existing business for brokers. Preparation, summary and administration Capturing of details onto the new business register and submitting new business applications. Run due diligence missed premiums. Maintain and update the overall CRM System, including X-plan and making sure it is current accountants, attorneys, business bankers & medical professionals. All business document templates to smooth running of the day-to-day operations of the business. Answering the telephone and transferring of calls
Administrator is required to support the central business team in providing high levels of support to the with the opening of new accounts in line with business processes daily. 2. Commission Management: Maintenance Maintenance of the employee database on the commission system. Monitor and reconcile the daily bank statement Managing suspense entries in line with internal business processes. Preparation of month end reconciliation