based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry
Must be computer literate on a to client consultations for new business and service-related needs
Maintaining of existing bu
that applications are
completed correctly) servicing and any other requirements;
new business and/or client servicing;
the client;
date and correct;
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that require immediate attention and recommend corrective action to and by stakeholders. • Present potential in a managerial role - preferably in financial services Salary market related for a senior position.
that require immediate attention and recommend corrective action to and by stakeholders. • Present potential in a managerial role - preferably in financial services Salary market related for a senior position.
income and expenses, ensure accruals are raised, correct ledger misallocations, and review recoveries. Responsibilities
income and expenses, ensure accruals are raised, correct ledger misallocations, and review recoveries. Responsibilities
company standards and providing quality client service:
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter clients’ products, processes, transactions, web services as well as general queries regarding their client’s advocates excellent client service and strives to be the number one service provider in industry. They manifestation of these initiatives within their service offering.
Responsibilities: