Account Manager / Leader - Westville DBN
Our client is seeking a dynamic and customer-oriented
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record
accounts
accounts Preparation of EFT reconciliations used to capture onto Lawpac Performing of the Month end processing Foreign Transfer applications Creditor recons: Engen Petrol accounts Telkom Statement Desigan Deliveries
accounts Preparation of EFT reconciliations used to capture onto Lawpac Performing of the Month end processing Foreign Transfer applications Creditor recons: Engen Petrol accounts Telkom Statement Desigan Deliveries
Bank Capturing Clerk and provide support in general administration with a focus on data capturing. secondary orientation towards data capturing and administrative tasks. ACCOUNTING: Bank Capturing: Accurate and timely accounting system. Data Entry: Efficiently capture and maintain various types of data. General Admin: Provide Compliance: general compliance submissions SECONDARY: Data Capturing: Accurate and efficient entry of client information Quality Control: Conduct regular reviews to ensure data integrity and compliance. Language: Afrikaans an
perspective to ensure the effective and efficient capturing, posting and control of all operational activities the updating and maintaining of tank calibration data Produce customer stock reports and letters Ensure another operational activity is to take place. Capturing and posting of transfers Assist with the MIGO transfer P201 to customers and planning department Capturing and posting of transfers Produce monthly shipping
perspective to ensure the effective and efficient capturing, posting and control of all operational activities the updating and maintaining of tank calibration data Produce customer stock reports and letters Ensure another operational activity is to take place. Capturing and posting of transfers Assist with the MIGO transfer P201 to customers and planning department Capturing and posting of transfers Produce monthly shipping
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting sets only. Categories: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
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Invoicing, data capture, raising accruals and reviewing the general