administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing forms, submission of application forms to service providers / insurance companies; Follow-up all client transactions business etc; Drawing statements from service providers and summarising client portfolio information; Requirements: Grade 12 (Essential). 5 years' experience at a financial advisory practice is advantageous
administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing forms, submission of application forms to service providers / insurance companies; Follow-up all client transactions business etc; Drawing statements from service providers and summarising client portfolio information; Requirements: Grade 12 (Essential). 5 years' experience at a financial advisory practice is advantageous
daily basis for quotes Collecting, collating and providing the Trustees/ExCom with the necessary information Attending to matters arising from meetings and provide feedback by Portfolio Manager Assisting Owners visit with Portfolio Manager or as required and providing the Trustees with a Site Visit Report within 7 instruction Follow-up on complaints/queries, and provide feedback to Trustees/ExCom where required Follow-up
daily basis for quotes Collecting, collating and providing the Trustees/ExCom with the necessary information Attending to matters arising from meetings and provide feedback by Portfolio Manager Assisting Owners visit with Portfolio Manager or as required and providing the Trustees with a Site Visit Report within 7 instruction Follow-up on complaints/queries, and provide feedback to Trustees/ExCom where required Follow-up
marketing/medical/administration advantageous. Proven experience in a similar role would be advantageous. Previous marketing, administration and case management experience would be advantageous. Excellent verbal and written ensuring that marketing efforts prioritise the needs and preferences of patients and their families. 000 per month dependent on qualification and experience.
Skills and experience required: Minimum of 3 years experience Accounts Payable experience Minimum book value R 100 000 000 Experience with E-wallet or Petty Cash Processing Experience on Microsoft Dynamics