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
Reference: DUR000192-JG-1 Our client in Westville is looking for a Business Analyst who comes from a impacting a project Maintain Data Integrity between Systems: Consolidate data from the various operational routines to analyse the data and ensure that interfaces are transferring data accurately and completely Develop reports based on results of business and data analysis that can be used by management to monitor environment Able to compile context diagrams, process and data flow diagrams Strong ability to document requirements
a project
maintaining student's records, reports, analysing data, monitoring, and coordinating the training functions with clients and internal staff attend all meetings and adhere to all deadlines. Assist client with project efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development
maintaining student's records, reports, analysing data, monitoring, and coordinating the training functions with clients and internal staff attend all meetings and adhere to all deadlines. Assist client with project efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development
office administration tasks, which typically include data collection, report creation, research, business
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