variety of services with the mission to provide effective, high-quality services and sensible advice. Description industry. Duties and Responsibilities: Processing of bank and other entries on behalf of clients in relevant financial software package. Various reconciliations (Bank, Salaries, Loan accounts and Creditors) within allocated
their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" plans and solutions Provide appropriate financial advice, in line with the customer's resources and financial Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability
their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" plans and solutions Provide appropriate financial advice, in line with the customer's resources and financial Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability
client queries and acting as liaison between the banks and billers. Operating various systems in order Collaborate with internal teams to address client and bank-related issues. Handling all client interactions manner 3 - 5 years' experience in a similar client service support role, ideally in an operations environment; formulas and pivots); Experience in the Financial Services industry with focus on the Payments industry is
client queries and acting as liaison between the banks and billers. Operating various systems in order Collaborate with internal teams to address client and bank-related issues. Handling all client interactions manner 3 - 5 years' experience in a similar client service support role, ideally in an operations environment; formulas and pivots); Experience in the Financial Services industry with focus on the Payments industry is
agricultural financing, setting them apart from commercial banks with their unique approach to agricultural risks ideal candidate will have experience in banking and financial services, with a focus on credit analysis, risk degree. 3-4 years' experience in a banking or financial services organisation. Strong background in credit
agricultural financing, setting them apart from commercial banks with their unique approach to agricultural risks ideal candidate will have experience in banking and financial services, with a focus on credit analysis, risk degree. 3-4 years' experience in a banking or financial services organisation. Strong background in credit
Our client, a Financial Services company located in Stellenbosch, has a position open for an Account client offers a comprehensive wealth management service, designed to meet their clients needs. The successful employer. Provision of appropriate advice, excellent client service and project management of Fund critical smooth running of the Fund. Effective management of service providers and adherence to company standard operating Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from
Our client, a Financial Services company located in Stellenbosch, has a position open for an Account client offers a comprehensive wealth management service, designed to meet their clients needs. The successful employer. Provision of appropriate advice, excellent client service and project management of Fund critical smooth running of the Fund. Effective management of service providers and adherence to company standard operating Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from
years' experience in a similar role Financial services experience (preferred) Willingness and ability processes involved in transferring cash between the bank and company accounts Ensure that all client interactions reconcile clearing accounts to ensure accuracy Audit banking rights and permissions to safeguard against unauthorized experience in internal auditing within the financial services sector, please reach out for a further conversation