Sustainable Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services Industry. The role will be responsible for providing individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting with potential clients Est
operating in the insurancesector is seeking an Assistant Finance Manager to join their Fund finance team activities to ensure accurate and compliant reporting. Assist with the preparation of Fund financial statements
Sustainable Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services Industry. The role will be responsible for providing individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting with potential clients Est
client seeks an experienced insurance Brokers Assistant/Client Services Consultant/Insurance Policy Administrator
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
operating in the insurancesector is seeking an Assistant Finance Manager to join their Fund finance team activities to ensure accurate and compliant reporting. Assist with the preparation of Fund financial statements
416481 - Insurance Policy Administrator / Broker's Assistant Employer Description A short term insurance brokerage client seeks an experienced insurance Broker's Assistant/Client Services Consultant/Insurance Policy Administrator
Duties:
The main function of the Finance Intern is to assist the Finance Team with various generalist finance Accounts Payable Assist in capturing transactions on the accounting system. Assist in ensuring cash claim accurately and timeously captured across the business. Assist in the preparation of processing payments into weekly Ad-hoc tasks Assist in managing and allocation of company electronic equipment Assist in the daily allocation refreshments, office consumables etc.) Cash Books Assist in processing entries on the bank accounts on the
Responsibilities: Underwriting: Assist with tasks as received from Senior Management Assist with technical investigation system. Assist with technical underwriting on queries on business occupations, operations. Assist with the the handling of broker queries, assisting underwriting. Assist underwriting manager with ad hoc requests capacity and abilities, improving relationships, assisting marketers with complex commercial underwriting underwriting matters and claims. Risk Surveys Assisting in communicating and promoting risk survey requirements