independent financial services company is recruiting for a Insurance administrator / PA to join their Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry
Must be computer literate on a to client consultations for new business and service-related needs
Maintaining of existing bu planning recommendations
Oversee the administration of a financial planning practice, including
Craig and Sons Bus Services is an established company in Paarl, in the heart of the Western Cape with We provide transport services for charter, tourist and learner transport services. We take great pride pride in all projects we undertake, and customer satisfaction is our priority. No matter how big or small time sheets, job cards, fuel, employee issues and customer complaints Monthly Executive Summaries of: Trips
Insurance Broker is looking for a Life Insurance Administrator. The ideal candidate must be able to fit in and understanding of Life Insurance products and services.
Good understanding of MS Excel, Word and
industry
Answering phone in a professional manner and assisting customer or transfer calls for further assistance Ensuring correspondence Internal sales Attending to walk in customers with a positive and helpful attitude Sales on sales experience (min 2 years). Engage well with customers and staff. Computer literate. Need to be detail
independent financial services company is recruiting for a Insurance Administrator / PA to join their team Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry Must be computer literate on a basic Attending to client consultations for new business and service-related needs Maintaining of existing business financial planning recommendations Oversee the administration of a financial planning practice, including
PURPOSE: The Administration controller will be responsible to perform clerical information processing Store Operations records and registers. The Administration controller will also need to attend to general corrective action taken Administration Control the standard of Administration and Procedures in the Store implemented Customer Services Train staff in customer service at the cash desk Assist customers with enquiries enquiries and complaints Apply Customer Service principles in a friendly and enthusiastic manner daily Continuously
PURPOSE: The Administration controller will be responsible to perform clerical information processing Store Operations records and registers. The Administration controller will also need to attend to general corrective action taken Administration Control the standard of Administration and Procedures in the Store implemented Customer Services Train staff in customer service at the cash desk Assist customers with enquiries enquiries and complaints Apply Customer Service principles in a friendly and enthusiastic manner daily Continuously
plans. Who will co-ordinate specific marketing, administrative, logistics, HR, sales, and operations sequences maintained. Co-ordination of maintenance and repair services Protect and secure all company assets in the store changes/improvement suggestions Administration and Cash Ensure that the standard of administration and procedures in alarm call outs. Customer Services Train staff in customer service Assist customers with enquiries and and complaints. Apply Customer Service principles in a friendly and enthusiastic manner daily. Continuously
Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent be an analytical thinker with a passion for administration
Excellent communication and people skills
Must
Provide support services to Financial Planner
General administration / Maintain CRM system