ensure that all deal files are properly filed, and all paperwork is in the file. To ensure that all invoicing ageing thereof. To be aware of all daily stock movement, and location of all company vehicles i.e. outwork outwork. Checking in of all vehicles that arrive. Journals at month end. Settlement payment request. Vehicle number plates. Submitting of all new vehicle arrivals for pdi. Processing of all sublet orders according to
ensure that all deal files are properly filed, and all paperwork is in the file. To ensure that all invoicing ageing thereof. To be aware of all daily stock movement, and location of all company vehicles i.e. outwork outwork. Checking in of all vehicles that arrive. Journals at month end. Settlement payment request. Vehicle number plates. Submitting of all new vehicle arrivals for pdi. Processing of all sublet orders according to
results and coaching sessions conducted. Ensure all agents compliance to the disciplinary code and procedures generation. All agents to be coached – but lower performing agents to be prioritized. All coaching documents nonperforming agent must also be brought into review. All required disciplinary documents and coaching documents scorecard – look at talk times, volume of calls, all stats, gaps. Monitor revenue – lower sold plans to
results and coaching sessions conducted. Ensure all agents compliance to the disciplinary code and procedures generation. All agents to be coached – but lower performing agents to be prioritized. All coaching documents nonperforming agent must also be brought into review. All required disciplinary documents and coaching documents scorecard – look at talk times, volume of calls, all stats, gaps. Monitor revenue – lower sold plans to
limited to: Accurately process all foreign supplier invoices timeously. Link all foreign supplier invoices relating to foreign invoices/imports. Accrue for all foreign goods in transit at month-end. Maintain the
limited to: Accurately process all foreign supplier invoices timeously. Link all foreign supplier invoices relating to foreign invoices/imports. Accrue for all foreign goods in transit at month-end. Maintain the
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
responsibility for the central point of contact for all commissions processing / income processing, distributed ordering of stationery / office refreshments for all offices in the Company. Monitor the central e-mail basis Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding
responsibility for the central point of contact for all commissions processing / income processing, distributed ordering of stationery / office refreshments for all offices in the Company. Monitor the central e-mail basis Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding
report monthly on stock count completeness across all sites in the company. 2. Stock Control: Coordinate area of responsibility. Ensures compliance with all relevant regulations and procedures to prevent fruitless