cold calling and relationship management
with successfully completed FAIS Regulatory Exam and a minimum of 30 FAIS Credits will be given preference
with successfully completed FAIS Regulatory Exam and a minimum of 30 FAIS Credits will be given preference
available to you ● •Ensure all filing and administration is up to date and filed correctly ● Requirements ●
accounts payables files and records.
Receive new documentation, diarise new dates and file, also electronically. Send notifications / reminders identified individuals. Record, prepare sort and file and data. Identify areas where discrepancies occur information from source documents to drive. Scan, send and file documents. Types letters, reports statistical and original or corrected copy, or rough draft. Complete, file and send registers for meetings to the Administration
Receive new documentation, diarise new dates and file, also electronically. Send notifications / reminders identified individuals. Record, prepare sort and file and data. Identify areas where discrepancies occur information from source documents to drive. Scan, send and file documents. Types letters, reports statistical and original or corrected copy, or rough draft. Complete, file and send registers for meetings to the Administration
financial services industry Matric / equivalent Meet FAIS requirements based on DOFA date (if applicable)
financial services industry Matric / equivalent Meet FAIS requirements based on DOFA date (if applicable)
Postgraduate qualification and/or CFA is essential. FAIS affected position, compliance with the relevant