Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
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financial matters. The role will also include: team management, developing process and procedures, implementing legal and professional requirements and guidelines Manage the process for the audit of the statutory annual unit and cash reconciliations Review of monthly management accounts and prepare variance analysis to budget of accounts Conduct probation and performance management meetings in accordance with company procedure attendance, timekeeping and other areas of staff management and report to HR Encourage and drive the personal
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City
Forming part of the Client Services Central Operations team of this highly Global Investment firm, the Project Manager will be responsible for focusing on project supporting possesses strong analytical, organisational, project management and communication skills. You have the ability Responsibilities
Project Management
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Package on Offer!
Forming part of the Client Services Central Operations team of this highly reputable reputable Global Investment firm, the Project Manager will be responsible for focusing on project supporting possesses strong analytical, organisational, project management and communication skills. You have the ability Duties and Responsibilities
Project Management
industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a twenty years of experience in delivering business services, garnering stellar client references, and maintaining industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a twenty years of experience in delivering business services, garnering stellar client references, and maintaining
ethic. Purpose of this role: Financial Manager Asset Management manages the finance team and oversees the governance, financial analysis, risk management, budgeting, cashflow management, shareholder and lender funding and reporting. Manage the project companies' overall accounting to produce management accounts, financial administration, investor reporting and fund management. Review and manage compliance with the minimum ratios required Quarterly Board report co-ordination and presentation Management of Quarterly operational reports Funder, shareholder