Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? You will support established Wealth Managers with all the technical administration that needs to be done meetings. This includes presentations, ensuring all FICA documents are up to date, facilitating any transfers Tygervalley, Bellville. What you'll need Yes you'll be an all-rounder and you'll be supporting in various areas gained experience in financial planning ideally doing all the relevant technical administration and support
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? You will support established Wealth Managers with all the technical administration that needs to be done meetings. This includes presentations, ensuring all FICA documents are up to date, facilitating any transfers Tygervalley, Bellville. What you'll need Yes you'll be an all-rounder and you'll be supporting in various areas gained experience in financial planning ideally doing all the relevant technical administration and support
Monthly stock taking to ensure accuracy of all inventories All transactions entered into financial system portfolio manager regarding orders and invoices at all times Maintain good client service to customers and
a key role in effectively and timeously handling all complaints, requests and enquiries in line with products industry. Maintain a good working relationship with all stakeholders. Data integrity. Deal with complainants policy schedule. Ability to apply mind based on all information and draw valid conclusions and make sound
a key role in effectively and timeously handling all complaints, requests and enquiries in line with products industry. Maintain a good working relationship with all stakeholders. Data integrity. Deal with complainants policy schedule. Ability to apply mind based on all information and draw valid conclusions and make sound
to key change procedures. Organise and supervise all activities within the Revenue Protection environment communication with the Operations Manager with regard to all matters relating to revenue protection. Manage relationships
to key change procedures. Organise and supervise all activities within the Revenue Protection environment communication with the Operations Manager with regard to all matters relating to revenue protection. Manage relationships
relating to key change procedure Organise and supervise all activities within the Revenue Protection environment communication with Operations Manager with regards to all matters relating to revenue protection Manage relationships
company to ensure efficient and smooth operation of all processes. Responsibilities: Coordinate and monitor improve efficiency and reduce costs Communicate with all departments to ensure smooth flow of operations Oversee
the suitable candidate will provide support on all the actuarial disciplines in the short term insurance