for experienced administrators i n the financial services industry We have a number of roles in the Durban
THE JOB To accurately check, verify and update customers on an ongoing basis in terms of regulations taking procedures. To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE JOB Ongoing FICA documentation on existing customers dealings. To ensure customers details are accurate and up to concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries. Attends
THE JOB To accurately check, verify and update customers on an ongoing basis in terms of regulations taking procedures. To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE JOB Ongoing FICA documentation on existing customers dealings. To ensure customers details are accurate and up to concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries. Attends
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice advice and providing an intermediary service. If the Employee has not been on an FSP license prior to the Warwick business model and the products and services offered within the Group. Awareness and cognisance
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice advice and providing an intermediary service. If the Employee has not been on an FSP license prior to the Warwick business model and the products and services offered within the Group. Awareness and cognisance
Manager • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
Manager • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
in Arbitration proceedings in preparation and representing the Council at hearings regarding non-compliance