and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 5 years' experience in a financial advisory
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular regular meetings with key clients What you'll need Proven experience in a financial advisory or wealth management
is a forward-thinking company specialising in call centre services across various sectors, including FinTech dynamic and fast-paced environment. -Gain valuable experience in the FinTech and financial services sectors Certificate -Minimum of 2 years of experience in accounting and bookkeeping -Experience working in an auditing firm software (NetSuite or equivalent is advantageous) -Experience in small FinTech environments, banking, or financial financial services -Preferable international experience, particularly with USA financial operations -Strong
submission of monthly financial results to Support Centre within in the set deadlines. Balance Sheet recons timeously submission of annual budget to Support Centre. Ensuring the Region's financial results forecast and timeously submission of forecasts to Support Centre. Ensuring proper stock management at units. Ensuring submission of daily financial reporting to Support Centre. Follow up immediately on areas of concern for timeously submission of monthly payroll to Support Centre. Handle insurance claims for the region where applicable
committed to providing the best service to those in need with our taylor-made financial solutions. The work and grow. If you're keen to gain diverse work experience and personal and professional growth within a Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services
committed to providing the best service to those in need with our taylor-made financial solutions. The work and grow. If you're keen to gain diverse work experience and personal and professional growth within a Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services
ensuring quick turnaround for operational reporting needs in line with changes required by the dynamic business environment Being responsible for maintenance of profit centre (PC) and chart of accounts hierarchy as well as dimensions to ensure that it is in line with reporting needs Being the key support for the implementation of Requirements: CA (SA) 1 - 3 years' post qualification experience PowerPoint intermediate Microsoft Excel intermediate
stream Work Experience Requirements • External candidate: Minimum 1 year of relevant experience in MIS/WFM MIS/WFM RESPONSIBILITIES Receive inbound calls from policyholders in a contact center environment. Process timely manner. Deliver highly positive service experiences consistent with our key performance metrics, quality standards and customer experience program. Perform other duties as needed. JOB DESCRIPTION The MIS stream Work Experience Requirements • External candidate: Minimum 1 year of relevant experience in MIS/WFM