environment. Responsibilities § Processing of incoming instructions in respect of: o New business transactions o advisors, employers) § Validating all incoming instructions with regards to: o Various legislative requirements applicable products o Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer IFA's regarding the correct implementation of instructions received to meet with our service delivery standards
environment. Responsibilities § Processing of incoming instructions in respect of: o New business transactions o advisors, employers) § Validating all incoming instructions with regards to: o Various legislative requirements applicable products o Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer IFA's regarding the correct implementation of instructions received to meet with our service delivery standards
department to ensure that investment and payment instructions are timeously and accurately actioned. Role specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years administration of local and offshore investment instructions, including redemptions and switches, and share legislation, ensuring that all investment and payment instructions are compliant. • Liaison with internal investment
department to ensure that investment and payment instructions are timeously and accurately actioned. Role specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years administration of local and offshore investment instructions, including redemptions and switches, and share legislation, ensuring that all investment and payment instructions are compliant. • Liaison with internal investment
the Credit Supervisor Processing 'stop supply' instructions on Syspro when there is customer non-payment non-payment, ensuring that all necessary instructions and authorizations are obtained Whenever possible, liaising account problems before implementing 'stop supply' instructions Advising customers when their account has been
7-day letters and place accounts on hold when instructions received Assist senior clerk to follow up on
comprehensive Standard Operating Procedures and Works Instructions for all tasks. Continuously update all Standard Standard Operating Procedures and Works Instructions with any changes. Process Improvement for Pensioner
responses to client queries
through the means of telephonic and written instruction. Key result areas are as follows: Conduct debtors
standardised Group operating procedures and work instructions Manage the business unit's payroll costs with