Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Responsibilities:
experience in call centre environment working with big data? Then please read on to see if you qualify for this Excellent Excel experience (pivot tables, importing data etc) - Excalibur and AJS system knowledge would Experience Required: Administration duties including, but not limited to: - Data capturing duties in the request & reporting on an administrative level to management. - Administrative duties and Clerical duties Collection programs and extracting of data. - Manipulation and cleaning of data to fit a defined template. - Following
Excellent Excel experience (pivot tables, importing data etc)
- Excalibur and AJS system knowledge
/> Administration duties including, but not limited to:
- Data capturing duties in
& reporting on an administrative level to management.
- Administrative duties and Clerical duties
programs and extracting of data.
- Manipulation and cleaning of data to fit a defined template.
data on all systems via imports and analysis; clerical
Ensure all data is processed, approved, accurate and trustworthy. Confirm that all required data documents
Complete the monthly waste stream reports for clients or assist with these reports. Attend to all incoming
incoming internal and external queries on the data reports.
Responsibilities
data documentsCapturing and approval of data
to a half-day due to family commitments etc? Our Client requires an employee who lives close to Century own business Proven experience as an office administrator, office assistant, or similar role Knowledge and Accounting administrative tasks relating to tax compliancy Consulting with clients and SARS Salary:
sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria office environment through general and client portfolio administration with executive duties to include, but and correspondence, typing, data capturing and CRM;
Our client are seeking a dedicated and experienced Client Administrator to join their team in Cape
This role involves providing comprehensive administrative support to a financial advisor with an investment
Responsibilities:
Brokerage requires an astute and experienced Administrator to provide support to the busy team. Flexible Quick off the mark. Responsibilities: Client administration as well as communication and follow up regarding personnel, advisors and clients Collect and collate client information data from/for various providers business, offshore, etc.) Ensure servicing of all clients (existing and new) requests and needs are done communication and improvement of service levels to clients Administer and maintain group risk, medical schemes
Our client in Century City requires a confident candidate who enjoys interacting with clients on the both Afrikaans and English Strong, accurate administrative skills Ability to maintain a professional demeanour Able to work independently and as part of the administrative team Time & Attendance advantageous DUTIES incoming calls professionally Assist with all administrative tasks given by the team Manage their advertising notes and action the necessary Assisting with administration for a fast paced team Ability to take on any