reporting etc). Liaison between Financial Advisor and product providers (PPs). Equipped to follow the formal client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business to the Financial Advisor and his / her clients. Check Commission statements from CommPay and PPs. Manage
reporting etc). Liaison between Financial Advisor and product providers (PPs). Equipped to follow the formal client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business to the Financial Advisor and his / her clients. Check Commission statements from CommPay and PPs. Manage
mining and construction companies Reporting to the Product & Accounts Liaison Manager, the Key Accounts divisions and follow-up until resolved Use age analysis and monthly statements to follow-up on outstanding
mining and construction companies Reporting to the Product & Accounts Liaison Manager, the Key Accounts divisions and follow-up until resolved Use age analysis and monthly statements to follow-up on outstanding
detail Strong analytical and problem-solving skills Checking time sheets and the accuracy of pay computations
detail Strong analytical and problem-solving skills Checking time sheets and the accuracy of pay computations
various customers Credit application/COD Forms: Check Credit and COD applications as they get submitted
various customers Credit application/COD Forms: Check Credit and COD applications as they get submitted
Have completed relevant class of business and product specific training. FAIS compliant (continuous professional requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally
Have completed relevant class of business and product specific training. FAIS compliant (continuous professional requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally