and Representatives o Create skills register. o Manage skills register deadlines e.g., 1yr to complete exam (repeat) (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and train only) Registers · Risk register · Mandate breach register · Personal Account trading register · Continuous Development register · Conflict of Interest register · Replacement register · Complaints register. · Gift Gift register · Advertising register · Competence register Controls (other ) · Non advice givers declaration
Assist with scrap invoicing. Control the asset register for JHB branch. Identity and label assets. Update notebook control schedule. Control corporate book registers. Ensure all Invoices, PODs and Credit note documents from Branch manager. JHB branch CTEK Warranties register. Capture, maintain & submit monthly report and Brand Manager. JHB branch Forbatt warranties register. Capture, maintain & submit monthly report
for Capex Budgets and overseeing the fixed asset register & depreciation. Managing financial portion accredited accounting body or be a registered tax practitioner. SAIPA (Registered PA) or Junior CA(SA). 1 - 2
operations by establishing priorities to ensure registering, handling and settling of claims on Company's standards of the claims department. Controlling of registers, compliance with SLA's, diary management, quantum assessors' reports. Processing payments on system: Registering claims with the reinsurers/co insurers companies
applications and ensure all registers are kept up to date. Oversee refunds and register is kept up to date. Maintain finalization. Oversee Provisional payments and register is kept up to date Maintain all open cases and
applications and ensure all registers are kept up to date. Oversee refunds and register is kept up to date. Maintain finalization. Oversee Provisional payments and register is kept up to date Maintain all open cases and
and seeks a suitably qualified Cat2 or Cat2A registered compliance officer with current, relevant asset and within appropriate methodologies Regulatory register maintenance Ensuring compliance is held by staff in an asset management compliance officer role Registered with FSCA or under supervision as a FAIS Cat2
and seeks a suitably qualified Cat2 or Cat2A registered compliance officer with current, relevant asset and within appropriate methodologies Regulatory register maintenance Ensuring compliance is held by staff in an asset management compliance officer role Registered with FSCA or under supervision as a FAIS Cat2
for accruals. This also handles the fixed asset register and preparation of monthly accruals. Main duties: Prepare monthly accruals Fixed assets register Manage the asset register Update any additions or disposals
invoicing