strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
provide financial, administrative, and clerical services. Record day to day financial transactions and ledger, customer ledger, cashbook and general ledger. Ensure timely reconciliation of the customer billing Assisting debtors and creditors administrators with customer and supplier queries. Perform debit order reconciliation
A positive attitude and strong work ethic Customer Service orientated. Professional Adaptable Accuracy
A positive attitude and strong work ethic Customer Service orientated. Professional Adaptable Accuracy
A company specializing in custom-made glass and aluminum products based in Meyerton, is currently looking External Sales Representative to develop and grow customers in new areas. Job Description/Duties: Meeting Relationship with Current Customers Proven ability to increase sales and customers (New business development) Achieve agreed upon sales targets Reach out to customer leads through cold calling Competencies &
are recorded in the correct supplier's ledger, customer ledger, cashbook and general ledger. Perform the reconciliations. Assisting debtors and creditors clerks with customer and supplier queries. Review of the debtor and
administration specific. • Assist with correspondence with customers related to goods in transit control. • Maintain
leading provider of electronics manufacturing service based in Pretoria is currently looking for a Financial