Creating and managing training plans with customers Reporting on training progress of all customers that that is in training Work directly with client to effectively coordinate each training project to completion action to ensure that the training plan stays on track. Provide system training to customers Providing customer and uploading on to the system for new customers Training or consulting experience Bachelor's Degree in
candidate will handle client on boarding and asset transitions, working closely with the Client Management team and other internal teams to ensure efficient transition processes and resolve inquiries, contributing client information. Instructing custodians to set up cash, scrip, YIELDX, and call accounts as part of new Reporting on cash and scrip and call account reconciliations. Updating and sending cash forecasts to to the dealing desk. Preparing daily cash flow instructions for processing for clients. Reviewing and sending
candidate will handle client on boarding and asset transitions, working closely with the Client Management team and other internal teams to ensure efficient transition processes and resolve inquiries, contributing portfolio administration, portfolio on boarding and transitions, client services, or a related operational role management operations, including cash flow processing, reconciliation, transitions, and portfolio administration information.
100million
value R 100million Experience with E-wallet or Petty Cash Processing Experience on Microsoft Dynamics D365 Weekly and Monthly Reporting Invoicing goods in transit and creditor transactions Visit www.sherecruits
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passionate about client take-ons, managing the transition process and driving efficiency in the space for Engage and assist with new client take-ons, transitions and take-offs Assist with fund set ups, fee calculator fund accounting experience with client take-on, transitions and take-offs exposure Advanced MS Excel Skills
passionate about client take-ons, managing the transition process and driving efficiency in the space for Engage and assist with new client take-ons, transitions and take-offs
passionate about client take-ons, managing the transition process and driving efficiency in the space for Engage and assist with new client take-ons, transitions and take-offs Assist with fund set ups, fee calculator fund accounting experience with client take-on, transitions and take-offs exposure Advanced MS Excel Skills
on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risks. • Ensuring that risks are written relationships with brokers. • Conducting product training to brokers. • Provide input into building and