Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to applications are
completed correctly) servicing and any other requirements;
new business and/or client servicing;
the client;
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
credit notes for customers (stock & services) Answering/assisting with client queries on billings Monitoring account balances and resolving inconsistencies Assisting the accounting department with the preparation
reports on account status and collection efforts. Assisting with month-end closing processes. Sending out overdue accounts and then to suspend services to the clients. Assist with the Intercompany accounts. Reporting Reporting on Debtors – weekly analysis with comments. Assisting with the bad debts provision. Updating client
quoting on new business, renewals, endorsements, assisting with queries and policy administration. The underwriter underwriter will provide a high quality service and solutions to Account Executives and clients to ensure profitable growth, always providing qualitative service levels to internal and external clients A minimum
quoting on new business, renewals, endorsements, assisting with queries and policy administration. The underwriter underwriter will provide a high quality service and solutions to Account Executives and clients to ensure profitable growth, always providing qualitative service levels to internal and external clients A minimum
seeking a Junior Inventory/Financial Administrator to assist with various financial tasks within an organization product availability at all locations always. Assisting with GRV's on finished goods and raw materials bank. Invoicing dispatched invoices to customers Assisting with overflow on accounts payable. Matric/ Grade
account status and collection efforts
highly reputable and established Landscaping Design service provider is in need of an experienced Payroll Administrator induction documentation for new employees & assisting with the onboarding process