ensuring accuracy and completeness
Full admin of the accounts and industry related system
Daily / weekly and monthly management reports
Including month-end reporting to Head Office
Management of the debtors in the Western Cape
accurately
reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and
Ensure all member data is accurate on the admin system.
Identify, develop preventative measures.
Support a positive and responsive climate for client / fees.
Renewal changes on admin, risk policies loaded on Everest.
his/her control as well as assuring administration support for the in-country operations. Preparation of local line with group policies. To ensure a conducive office working environment by ensuring that there are adequate supplies for the smooth running of the office. Handling client queries and coordination of event
Central | Navision
written and verbal communication skills.
East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning Excellent written and verbal communication skills. Support clients on a daily basis and should be proficient
Customer Training Support Consultant (POS 24063)
Somerset West
R 20 000 proficiency intermediate
3 – 5 years' experience in the LISP environment. Contribute to the high standard of quality client service to both financial intermediaries and investors. Manage a team of consultants. Leading team members to achieve Client Service's strategic objectives. Client Servicing. Provide resolution &