price lists are updated and shared with the Sales force
requests for sign-off (based on duty and freight applicable to all products)
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc rules. Submission of new insurance business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc rules. Submission of new insurance business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc
Submission of new insurance business application(s), together with supporting documentation to
complete pre-population of PCS mandates and applications.
All instructions to PM and CRMs initiated
into xPlan (including relevant client file checklist(s)).
Ensure proper record keeping in line with
storage into XPlan.
Distribute communication(s) to clients as stipulated in the client management
follow up and obtain company numbers for all 102’s booked. An individual booking with an ID number is are to escalate the matter to your manager. All 103’s booked on the posting sheets are to have a red line
contracts, requesting ICT services and submitting claim forms.
Execute university processes for the successful academic processes efficiently.
Applicants are to submit a cover letter or detail on their qualifications.
Please note that no late applications will be accepted.
professional profile photo is to accompany your application
EMPLOYMENT TYPEÂ Â :Â Â Â Â Â Â Â
expenses
tasks i.e. Annual Leave/ Sick Leave Control of forms and Employee Schedule Maintenance of Equipment Register
encompassing all relevant documentation i.e. registration forms, correspondence, exemptions, exceptions, inspection process Attend to and finalise all Exemption Applications submitted to Agents in Johannesburg and collate with all applicable legislation, including the POPIA Correctly completed exemption applications submitted investigations and inspections Verify and sign-off leave forms Provide mentorship and coaching to subordinates skills transfer on processes and procedures and applicable labour legislation Conduct performance management