year's experience in dealing with commission / fee processes in the financial services space secures. A wonderful Administrator is required to support the central business team in providing high levels of support to the point of contact for all commissions processing / income processing, distributed to the Financial Planning commission / fee processes and payments as well as exposure to financial processes (invoicing and payments) knowledge and related commission / fee payment processes – understanding commission calculations. Computer
year's experience in dealing with commission / fee processes in the financial services space secures. A wonderful Administrator is required to support the central business team in providing high levels of support to the point of contact for all commissions processing / income processing, distributed to the Financial Planning commission / fee processes and payments as well as exposure to financial processes (invoicing and payments) knowledge and related commission / fee payment processes – understanding commission calculations. Computer
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy
these roles. Reports on key areas relating to business performance and produces material that aids decision Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores. Monitor
these roles. Reports on key areas relating to business performance and produces material that aids decision Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores. Monitor
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Financial Movement / Disciplines relating to the business and property portfolio (internal and external) Authorise and process journal entries. Human Resources / Payroll: Manage Payroll and VIP processing. Prepare for the minimum period. Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance