Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint administrative and office support duties for Brokers and Management. Assist with General Office duties, such as software arrear premiums and lapses. Keep Brokers and management informed at all times of any client queries / Compliance audits and what is outstanding, including training / CPD points. Weekly compliance updates and X-plan business (brokers and management) on regulatory changes which may impact compliance management within the business
related field.
Customer Experience Financial Administrator is to action administrative and financial tasks relating to
Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
Our well-established client in the Financial Services sector based in Kloof, Durban is seeking the services suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have & Qualification Matric Degree or Diploma in Financial Services and/or RE5 certification will be an advantage
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint administrative and office support duties for Brokers and Management. Assist with General Office duties, such as software arrear premiums and lapses. Keep Brokers and management informed at all times of any client queries / Compliance audits and what is outstanding, including training / CPD points. Weekly compliance updates and X-plan business (brokers and management) on regulatory changes which may impact compliance management within the business
Our client in the Financial Services sector based in Durban North, Durban is seeking the services of of an experienced Financial Services Assistant. This is a well-established and growing business. This role suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have customer service. Matric Degree or Diploma in Financial Services and/or RE5 certification will be an advantage
TO:
The Administration Manager will report to the Managing Director.
Office
Manager Office Manager:
Maintain the cleanliness of the office.
Manage the Receptionist
lunches for visitors/trainers/staff for meetings or training sessions in the office.
Reconciliation of
lights are working in the basement parking.
Manage the fuel level of the generator.
Purchase
ensure that the area runs smoothly.
Fleet Management:
Ensure that company vehicles are licensed
Diploma Food Safety Management or similar. Must have experience as Sherq Manager within Food industry