/>design, develop, and the ongoing maintenance/management of reports as well as dashboards
that provide
sub-sectors (i.e., Banks, Life Offices, Shortterm, Asset Managers, Other institutions, Specialised Enterprises,
institutions: The
Reporting Analyst will create and manage databases of reporting financial institutions in
/>audiences can understand key insights.
• Manage the reporting inbox and rapidly conceptualize and
The Reporting Analyst will be responsible for managing the reporting
inbox, promptly acknowledging
to the internal control systems.
savings investments
2. Value Chain Management
Develop productive working relationships
All proposals to be captured on the CRM management system in the prescribed expectations.
design.
All reviews to be captured on the CRM management system in the prescribed expectations.
Reviews
income not be sustainable.
5. Case Management
Ensure Case requests are attended to within
parties.
All cases to be captured on the CRM management system in the prescribed expectations.
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting deadlines / Prompt
they making your day to day easier (Calendar management, chasing outstanding info, team player)
o
customer''s experience".
o Proactive Task Management
o Effective Communication skills - With
external stakeholders
o First line of query management and support
2. Product Administration Knowledge
clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements
insurance and investment information in the Client management system
both internal and external stakeholders. From managing customer service interactions to overseeing reports Have: Minimum of 3 years' experience in contract management/service level agreements. Minimum experience experience should be at least 3 years in a facilities management environment. Relevant 3 to 4 year degree/NQF Level effective processes. Conduct Vendor Contract Management and reporting. SLA Reporting of all services
both internal and external stakeholders. From managing customer service interactions to overseeing reports Have: Minimum of 3 years' experience in contract management/service level agreements. Minimum experience experience should be at least 3 years in a facilities management environment. Relevant 3 to 4 year degree/NQF Level effective processes. Conduct Vendor Contract Management and reporting. SLA Reporting of all services
industry's needs. Performing Ad-hoc requests from management. Preparation of the audit report on smaller projects findings by deadlines for review by Internal Audit Manager/Audit Senior. Drafting the Executive Summary and client and management on site and during the audit. Close-out meetings with branch management, where required
play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting doing it You'll be joining a leading investment management firm/family office based in Melrose, Johannesburg join a well-established, well-resourced wealth manager who offers a supportive work environment where
reporting on retail site Managing queries from customers Efficient management, follow up and reporting receptionist with switchboard Manage SmartFuel system to agree to Pastel (imports etc). Manage and attend to all