Financial Secretary/PA to CEO of established financial services company.
Monday to Friday, full
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
in Financial Services advantage.
Professional PA, Administrator, City Centre, Cape Town. Company Name: kli recruitment. Cape Town (Southern and budgets. Hospitality experience an advantage. PA experience. Own transport. Job Type: Full-time. Salary:
we now recruit internationally for over 5000 clients Key Responsibilities: Travel Coordination: Arrange accurate and submitted on time. General Office Administration: Manage office supplies, handle incoming and efficient arrangements for staff. Experience: In an administrative role, preferably within the aviation or travel Education: Bachelor's degree / Diploma in Business Administration or related field would be advantageous Skills:
Take fully detailed bookings and advise clients of details pertinent to their bookings. Capture bookings bookings into computer same day , in order that the client may submit their Container Release requirements relevant Trade Manager, where applicable. Advise clients of latest schedule information. Action Operational spectrum of Landside Charges. Filing rates Advise clients timeously of transshipments details if required comply with LC requirements, as required by the clients – to be checked by channel controller. Assisting
systems and provide co-ordination support to the Client Services & Projects division. Desired Skills, Experience policies, and guidelines relating to the Client Services and Projects' Provincial office in consultation consultation with the Senior Manager: Client Services and Projects. Assist in the monitoring, evaluation and the CETA strategic objectives and contribute to client satisfaction. Provide input and formulate business the provincial team. Oversee the provision of administrative duties in the Provincial Office such as, receiving
Scope of work
Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for for a client services administrator to join a rapidly growing financial services firm based in Rosebank
Financial Services, preferably in Wealth Management • Hard working
• Excellent administration and interpersonal know your client/due diligence requirements
The Role:
• Opening of client accounts
• accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
•
IT Software Development Solutions External Client Service Account Manager – Gauteng Permanent position working experience in the IT software solutions services rendered to EITHER: the Pension, Provident and or other Financial services /OR Healthcare Industries or other financial services Must have Project Managing External Clients at their premises to discuss software solution needs for the External Clients premises systems that External Client request to be developed and implemented. External Client support Verify tasks