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
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the potential clinical risks relating to contracted services, and coordinate an appropriate response or action
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
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
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 Responsibility: Take complete ownership of financial management, encompassing income and expenses, within the approved budgets. Oversee the end-to-end property investment process within the area office, with a specific portfolio management for wholly owned property acquisitions, joint venture property investments and owner-occupied
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 opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities
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 opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities
Reservoir Hills seeks the services of an experienced and qualified Taxation Manager, fully conversant with Ability to interpret financial statements Drafting asset and liability / income and expense schedules Attend