rform telephonic trade reference checks and any post-credit checks necessary before disbursement of
processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
H/O Customers and store changes and rep changes Check Wix (Website) daily for customer enquiries Enquiries Contact Toshiba printer problems Ordering paper checking if need to order Makro List for office, cleaning for H/Office accounts Filing and advertising file Check Bank Statement (when Lerato on leave) – PBD's Calendar Month End reports and reps visit checklists Double check order processor on Emis Period (once a month) E-tag
H/O Customers and store changes and rep changes Check Wix (Website) daily for customer enquiries Enquiries Contact Toshiba printer problems Ordering paper checking if need to order Makro List for office, cleaning for H/Office accounts Filing and advertising file Check Bank Statement (when Lerato on leave) – PBD's Calendar Month End reports and reps visit checklists Double check order processor on Emis Period (once a month) E-tag
that all goods that are delivered or received are checked against the delivery document . Ensure that no Warehouse M anager as and when required . Assist with checking in and out of stock from supplier ' s or Shaves results and actions taken to address problems. Admin Checks prices on supplier's invoices and ensure pricing for manage action. Control “ mistints ” by spot-check In conjunction with Sales Director and/or Branch are signed by company officials, received and checked. Ensure that Shaves gets the best possible prices
customer for job to be done
If parts are quoted, check stock on hand and transfer to relevant Field Service
stock to Field Service Engineers on request
Check stock levels after each transfer to ensure we have
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Authorizing job cards and invoicing
Check Teams job cards for all necessary information, query
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Handover) to the Head of Healthcare Regular spot checks: Medicine charts; incident reports; resident care supervising during activities and meals and room checks Signing-off of Care Provider hand-over report before Head of Healthcare Handling of hearing aids Double checks on blister packs Notifying resident family of need of care providers to follow new protocols Weekly checks on emergency trolley and first aid kit (to be done & Facilities Doing regular safety and room checks. Ensuring passages are free of obstacles according
updated for Exco · Direct Designation Dashboard check and update Cash Monitor · Highlight all areas of authorisations · Authorization of Queries weekly · Checking if the Queries submitted are correct with the Monthly Fees Submission · Daily settlements recon checking is done · Monthly monitoring of Interchange Fees up on discrepancies identified on daily basis · Checking of invoice with Manager to understand what we