documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; Obtaining Client Authorities the employee is required to complete and pass the FICA assessment. Assisting clients in going from blue products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; Obtaining Client Authorities the employee is required to complete and pass the FICA assessment. Assisting clients in going from blue products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be done weekly Attendance
Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be done weekly Attendance
OF THE JOB Sales Administration Creation of non-FICA compliant customers and sureties on the bank's system approval of finance deals. Post Pay-out Scans all FICA and deal files onto Docuware as per bank policy
OF THE JOB Sales Administration Creation of non-FICA compliant customers and sureties on the bank's system approval of finance deals. Post Pay-out Scans all FICA and deal files onto Docuware as per bank policy
products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
Reporting of such issues when required Responsible for admin on all IT Projects Daily user hardware and software people skills, will be working with staff Good admin skills Able to work standby R8K (Neg)
and investment implementation records (FAIS and FICA) o Review and approval of client onboarding • Technical