records, agendas, etc. Establish and maintain office filing systems that require knowledge of company operations Perform file searches. Maintain appropriate controls over materials taken out of the filing system. R9000
employ a Compliance Officer (Long-Term Insurance, FAIS, FICA) The successful applicant will report to the legislation and regulations including but not limited to FAIS, FICA and Long-Term Insurance Job Specification the financial services industry and legislation (FAIS, FICA, Insurance Act, Long-Term Insurance Act, FSRA
employ a Compliance Officer (Long-Term Insurance, FAIS, FICA) The successful applicant will report to the legislation and regulations including but not limited to FAIS, FICA and Long-Term Insurance Job Specification the financial services industry and legislation (FAIS, FICA, Insurance Act, Long-Term Insurance Act, FSRA
Manual including: File Reviews Process for the retention and assembling of engagement files Managing the process standard working papers. Assist with facilitation of file and firm revies (network and IRBA) Assist with quality
general correspondence, filing and general matters. · Maintaining and organizing a filing system. · Co-ordinating
personnel databases and payroll. Maintain and update filing, mailing, faxing, coping and database systems. administrative staff in paperwork processing and filing duties. Grade 12 (Twelve) Matric certificate or
all internal and external invoicing queries. ● Filing and general administration. ● Ethic of teamwork
completeness and accuracy in alignment to relevant client file checklist and lodgment rules. Administration relating documentation into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line • Financial Services Industry • Understanding of FAIS and FICA legislation Competencies • Computer skills:
completeness and accuracy in alignment to relevant client file checklist and lodgment rules. Administration relating documentation into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line • Financial Services Industry • Understanding of FAIS and FICA legislation Competencies • Computer skills:
demonstrate experience in: Digital and Hardcopy filing, labelling and organisation Organisation and coordination