insolvent or provisionally insolvent. Excellent communication skills, verbal and written. Excellent negotiation requirements. Review clients cover according to internal business procedures, or if client circumstances tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better
insolvent or provisionally insolvent. Excellent communication skills, verbal and written. Excellent negotiation requirements. Review clients cover according to internal business procedures, or if client circumstances tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better
Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planning
Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planning
to Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including including involvement in stock takes and ad hoc internal audit tasks. Maintain audit files and assist auditors
to Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including including involvement in stock takes and ad hoc internal audit tasks. Maintain audit files and assist auditors
PGP (advantageous). Good verbal and written communications skills High energy individual who is customer Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems & KPIs All client records
PGP (advantageous). Good verbal and written communications skills High energy individual who is customer Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems & KPIs All client records
finance departments. Build relationships with internal sales and operations. Working Capital Management processes. Identify, maintain, and document the internal controls necessary to ensure accurate accounting
finance departments. Build relationships with internal sales and operations. Working Capital Management processes. Identify, maintain, and document the internal controls necessary to ensure accurate accounting