Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
ring and taking minutes of meetings from Financial Advisors interaction with clients
Capturing as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that
Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business
Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business
and optimize financial performance.
initiatives and optimize financial performance. Coordinate with external auditors, tax advisors, and regulatory
Reference: CPT002540-AK-1 PRINCIPAL OBJECTIVE OF POSITION To lead and manage credit risk strategy and execution for the organisation including reviewing and approving credit within delegations, managing contractual and portfolio compliance, optimising collections and managing loan work out, restruct
Reference: CPT002540-AK-1 PRINCIPAL OBJECTIVE OF POSITION To lead and manage credit risk strategy and execution for the organisation including reviewing and approving credit within delegations, managing contractual and portfolio compliance, optimising collections and managing loan work out, restruct