may be included in template form. · Take-on vetting. · Information and forms for vetting (MIE credit record card order form · Sub-codes and list of existing relationships highlighting book transfers form, if possible (Everest advisory only) · Investment application form (Everest Wealth only) · Quote (repeat) (Everest referral / other FSP's) - provider due diligence · External distribution (Everest Wealth) Product Accreditation different stakeholders within the company and external parties when necessary. Leadership and Team Management:
may be included in template form. · Take-on vetting. · Information and forms for vetting (MIE credit record card order form · Sub-codes and list of existing relationships highlighting book transfers form, if possible (Everest advisory only) · Investment application form (Everest Wealth only) · Quote (repeat) (Everest referral / other FSP's) - provider due diligence · External distribution (Everest Wealth) Product Accreditation different stakeholders within the company and external parties when necessary. Leadership and Team Management:
filing – payroll documents, employee files, leave forms etc. Comply with document retention standards &
filing – payroll documents, employee files, leave forms etc. Comply with document retention standards &
targets through the effective management of the external sales team and the sales process to ensure coverage database and follow ups. · Manage call ratios of external sales staff. · Ensure adequate planning and time for the effective use by both the Internal & external sales teams. · Ensure that Eazi maintains a competitive practiced effectively and consistently by all external sales staff by observation. · Advise and assist
targets through the effective management of the external sales team and the sales process to ensure coverage database and follow ups. · Manage call ratios of external sales staff. · Ensure adequate planning and time for the effective use by both the Internal & external sales teams. · Ensure that Eazi maintains a competitive practiced effectively and consistently by all external sales staff by observation. · Advise and assist
transactions in accordance with the relevant internal and external regulations, e.g., IFRS for SMMEs and SARS. Oversee counts. Appropriate safeguarding of assets Review external and shareholders' loan amortisation schedules appointment and remuneration for External Auditors. Engage with external auditors in planning the audit Ensure that all items reported in the internal and external audit reports are resolved promptly and there Ensure compliance with all relevant internal and external financial policies, legislation and regulations
transactions in accordance with the relevant internal and external regulations, e.g., IFRS for SMMEs and SARS. Oversee counts. Appropriate safeguarding of assets Review external and shareholders' loan amortisation schedules appointment and remuneration for External Auditors. Engage with external auditors in planning the audit Ensure that all items reported in the internal and external audit reports are resolved promptly and there Ensure compliance with all relevant internal and external financial policies, legislation and regulations
staff at all levels within the organisation and external vendors. Proactive and flexible Monthly Salary:
staff at all levels within the organisation and external vendors. Proactive and flexible Monthly Salary: