Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM
Adviser is responsible for the selling of short-term personal insurance products and services to the right clients selling of short-term products specialising in personal lines • Quotations for clients • Follow up on selling of short-term products specialising in personal lines • Quotations for clients • Follow up on
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
Adviser is responsible for the selling of short-term personal insurance products and services to the right clients selling of short-term products specialising in personal lines • Quotations for clients • Follow up on selling of short-term products specialising in personal lines • Quotations for clients • Follow up on
Team Leadership Line management of Bookkeepers & financial assistants. Delegate selected financial &
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
analysis and identify aread for cost reduction Assist in budgeting and forecasting processes Collaborate of all finacial transactions related to costing Assist in the preparation of financial statements and
efficiently. This is a role for a result orientated person, with ability to lead and manage both horizontally The role is suitable for a detailed orientated person with a get it done attitude. The role includes
opportunities designed to help you thrive both personally and professionally. Your primary responsibility Insurance Principles and practice Customer and Personal Service Clerical and administrative procedures