essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Our client is seeking a meticulous and strategic professional to ensure the highest standards of corporate managing financial transactions, and acting as a liaison with key stakeholders to maintain transparency
innovative IT solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative collaborative and dynamic work environment where every team member can grow and excel. As we continue to expand motivated Tier 2 Field/Remote Engineer to join our KZN Team based in Westville. About Us: Karibu Networks is innovative IT solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative collaborative and dynamic work environment where every team member can grow and excel. As we continue to expand
proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by Supportive Team Environment : While you may be working independently, you're never alone. Our team is here together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation products) Customize financial plans according to clients changing needs Present and sell suitable financial
proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by Supportive Team Environment : While you may be working independently, you're never alone. Our team is here together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation products) Customize financial plans according to clients changing needs Present and sell suitable financial
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Our client is seeking to employ a Junior Bookkeeper with Forex experience and a completed degree to join join their Accounts team based in Westville. Duties include but not limited to: Journal Entries – provisions
may be just the person we are looking for. Join a team of successful advisors within our organisation and career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form