correctly. Liasing and follow up with clearing agents to ensure timeous deliveries. Ensuring INSS, IRPS
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Prepare Enhanced Customer Due Diligence for high-risk clients Assess risk levels Ensure Customer Due Diligence Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Prepare Enhanced Customer Due Diligence for high-risk clients Assess risk levels Ensure Customer Due Diligence Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
equipment hire market by providing superior customer service and offering a wide range of well maintained providing competent, knowledgeable staff, outstanding service, fair pricing and a good range of equipment at and maintaining strong relationships with our customers. We are proudly the country's number one small statements and invoices Monthly age analysis Manage customer accounts and follow up on outstanding debts via calls and emails Negotiate payment plans with customers who are in arears Adhere to organizational procedures
delivering innovative solutions and outstanding customer service.
finance transactions and customer interactions.
of finance transactions and customer interactions. Coordinate with customers to gather necessary documentation inquiries from customers regarding financing options and terms. Collaborate with sales and service departments departments to facilitate a seamless customer experience. Stay updated on industry regulations and compliance
a respected and established Accounting and Tax services team, the role of the Tax Administrator
Based in Durban North, this established financial services firm, offers their growing portfolio of clients
software
and settlement of VAPS claims. Ensure efficient service levels to internal and external clients. These
obtain all required information, and providing customer service.
Qualifications
Administration Creation of non-FICA compliant customers and sureties on the bank's system Updating of existing CIF information on the system which includes customer demographic information and financial information Creation of the necessary General Accounts for each customer, Creation of vendors and Vendor Payable accounts representatives regarding queries on a specific customer creation Creating collateral on FMS for all finance and deal files onto Docuware as per bank policy Customer Maintenance Captures and updates Home Loan and