Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
and payroll payments are ready to be released on time for salary payments by the 25th of each calendar program monthly by the last day of the month. 1.4 Assisting the Financial Manager with preparing and maintaining control, reimbursement and payroll liabilities. 1.5 Assisting with the completion of the VIP to General Ledger monthly basis and resolving all queries. 1.6 Assisting the HR Business Partner with all HR administrative destinations as determined by the Employer from time to time. 3. REPORTING RELATIONSHIPS 3.1 Reports to:
urgency and time management Self-driven and ability to work independently as well as part of a team Flexibility Flexibility to manage more than one task at any given time Ability to maintin systematic stock records and
urgency and time management Self-driven and ability to work independently as well as part of a team Flexibility Flexibility to manage more than one task at any given time Ability to maintin systematic stock records and
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial Applicants must undergo a management evaluation as part of the screening process. See Description See Description
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial Applicants must undergo a management evaluation as part of the screening process. See Description See Description
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact team in a timely manor. • Complete assigned CRM tasks for support calls customers. • Assist with outbound effectively and efficiently as possible by reducing the time spent with each query. • Liaise with Hearing Experts
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact team in a timely manor. • Complete assigned CRM tasks for support calls customers. • Assist with outbound effectively and efficiently as possible by reducing the time spent with each query. • Liaise with Hearing Experts
commercial motor and non-motor claims, ensuring timely and efficient processing under the guidance of telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
commercial motor and non-motor claims, ensuring timely and efficient processing under the guidance of telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the