organization, with a positive and professional image, risks and opportunities. Retail experience (Desirable)
SERVICES/INVESTMENT SECTOR IS ESSENTIAL Responsible for processing and client service activities relating to the oversight Regulatory compliance - ensure systems and processes are compliant and understand regulatory rules wrt to legal administration (compulsory product processing and events death, divorces, disability) Work impacting legal administration and put into system and process Attend /represent at internal governance and management PAS Manco Work with processes and training to update key processes Work with processes and training to keep
SERVICES/INVESTMENT SECTOR IS ESSENTIAL Responsible for processing and client service activities relating to the oversight Regulatory compliance - ensure systems and processes are compliant and understand regulatory rules wrt to legal administration (compulsory product processing and events death, divorces, disability) Work impacting legal administration and put into system and process Attend /represent at internal governance and management PAS Manco Work with processes and training to update key processes Work with processes and training to keep
Legal Administrator Cape Town Responsible for processing and client service activities relating to the oversight Regulatory compliance – ensure systems and processes are compliant and understand regulatory rules wrt to legal administration (compulsory product processing and events death, divorces, disability) Work impacting legal administration and put into system and process Attend /represent at internal governance and management PAS Manco Work with processes and training to update key processes Work with processes and training to keep
apply. Daily Duties : Process eft deposits . Process credit card payments . Process cash payments . Allocation update on collections progress BCB – credit vetting process for all branches. Open debtors accounts 30Days & manage Credit Vetting process with BCB for all branches - Process customer payments and apply them – local - Process customer payment and apply them to customer accounts – foreign - Process & manage matters as and when require - Identify areas where processes could be more efficient and offer solutions -
apply. Daily Duties : Process eft deposits . Process credit card payments . Process cash payments . Allocation update on collections progress BCB – credit vetting process for all branches. Open debtors accounts 30Days & manage Credit Vetting process with BCB for all branches - Process customer payments and apply them – local - Process customer payment and apply them to customer accounts – foreign - Process & manage matters as and when require - Identify areas where processes could be more efficient and offer solutions -
timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to thorough knowledge of end-to-end Service transaction processing • Deal with people in a manner which shows sensitivity challenging environment • Understanding of end-to-end processes and appreciation of critical parameters • Knowledge team over various processing transactions • Monitoring of transactions as per process guidelines • Provide Daily/Weekly QI reviews if required • Co-ordinate all process improvement initiatives • Absence and timekeeping
timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to thorough knowledge of end-to-end Service transaction processing • Deal with people in a manner which shows sensitivity challenging environment • Understanding of end-to-end processes and appreciation of critical parameters • Knowledge team over various processing transactions • Monitoring of transactions as per process guidelines • Provide Daily/Weekly QI reviews if required • Co-ordinate all process improvement initiatives • Absence and timekeeping
ethos. Claims process Process disinvestment requests Generate and checking of ROTs Process tax applications signing off of claim letters ROT 01 submissions Process and check section 14 claims Claim authorisation reporting thereof Claim SLA management Month end process Processing and checking of Month end contributions (Including of month end processes (cash outflows) Processing and checking S14 transfers in Processing and checking checking individual transfers in Processing and checking of investment trades (including instruction sign off)
ethos. Claims process Process disinvestment requests Generate and checking of ROTs Process tax applications signing off of claim letters ROT 01 submissions Process and check section 14 claims Claim authorisation reporting thereof Claim SLA management Month end process Processing and checking of Month end contributions (Including of month end processes (cash outflows) Processing and checking S14 transfers in Processing and checking checking individual transfers in Processing and checking of investment trades (including instruction sign off)