payments, the correct application of rates to be authorized to the service provider, and the correct appointment of the reported incident, claims history, and correct application of the policy wording. When communicating
payments, the correct application of rates to be authorized to the service provider, and the correct appointment of the reported incident, claims history, and correct application of the policy wording. When communicating
the group. Ensure all invoices received have our correct details and VAT number. Allocating processed supplier invoices and ensuring that all expenses are added correctly to all inter-company invoices. Follow up on supplier Ensure that all creditors are filed neatly and correctly. Allocation of payments and Credit notes. Cleaning
interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors § Liaise with with clients / IFA's regarding the correct implementation of instructions received to meet with our service
interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors § Liaise with with clients / IFA's regarding the correct implementation of instructions received to meet with our service
within the creditors team. • Monitor and implement corrective action for old, aged items on the age analysis
general ledger accounts to ensure allocations are correct and complete. Assist with the preparation of management
Ensuring that all jobs are costed and invoiced correctly. • Tracking and ensure all jobs that are despatched
Ensuring that all jobs are costed and invoiced correctly. • Tracking and ensure all jobs that are despatched
clients, regulators, and different ombuds; pursues corrective actions; and notifies authorities, as necessary