an experienced Administrator to their team. Minimum of 4 years extensive administrative experience secures advantageous. Minimum of 4 years extensive administrative experience; preferably in the financial services Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
an experienced Administrator to their team. Minimum of 4 years extensive administrative experience secures advantageous. Minimum of 4 years extensive administrative experience; preferably in the financial services Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
experienced Financial Services Commissions Administrator. 2-3 year's experience in dealing with commission awaits you. Purpose of role: The Commissions Administrator is required to support the central business
experienced Financial Services Commissions Administrator. 2-3 year's experience in dealing with commission awaits you. Purpose of role: The Commissions Administrator is required to support the central business
Resources and Office Management. Oversee company secretarial and compliance matters. Financial Responsibilities: loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance. BEE certification drafted and signed were applicable. Facilitate secretarial changes in Directors, shareholding, etc. All
Resources and Office Management. Oversee company secretarial and compliance matters. Financial Responsibilities: loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance. BEE certification drafted and signed were applicable. Facilitate secretarial changes in Directors, shareholding, etc. All
full responsibility for the implementation of administrative processes and controls in the Financial Planning client file checklist & lodgment rules. Administration relating to client transfer and new business Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
full responsibility for the implementation of administrative processes and controls in the Financial Planning client file checklist & lodgment rules. Administration relating to client transfer and new business Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
and Accounting. Accounting Diploma. Proven administration or assistant experience. Experience with Microsoft Experience on Pastel. Key Responsibilities: General administrative duties (typing, copying, scanning, correspondence