for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
Recruitment. My client provides loan finance to SMEs - you must come from commercial property investment not Property need someone who understands commercial property investment and who can also do the finance attached to deal approved budgets. Oversee the end-to-end property investment process within the area office, with a specific property acquisitions, joint venture property investments and owner-occupied property acquisitions for present detailed investment proposal reports for consideration by relevant investment committees, ensuring
for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
together. Work with individuals or institutional clients to assess their financial needs and help them achieve such as choosing investments Also explain tax laws relevant to certain investments and help with insurance order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation insurance, investments and retirement products) Customize financial plans according to clients changing Present and sell suitable financial products and services f you can answer “YES” to the following simple
together. Work with individuals or institutional clients to assess their financial needs and help them achieve such as choosing investments Also explain tax laws relevant to certain investments and help with insurance order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation insurance, investments and retirement products) Customize financial plans according to clients changing Present and sell suitable financial products and services f you can answer “YES” to the following simple
your career within one of the major financial services companies in South Africa. Liberty offers a structured advice to private and business clients by identifying their Investment and lifestyle needs. Identify new cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential
your career within one of the major financial services companies in South Africa. Liberty offers a structured advice to private and business clients by identifying their Investment and lifestyle needs. Identify new cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential
Hire Resolve's client, a well-established engineering consultancy, is currently seeking a highly skilled drawings Provide technical advice and guidance to clients Perform structural analysis and calculations Ensure leading design team. Experience in running projects. Client interface experience would be good. Computer skills