coastal region of the business based in Cape Town reporting directly to the MD. Qualifications Medical / healthcare sales performance targets for all product categories in conjunction with the Managing Director and other on growing market share and ensure business performance targets are met for all Sales Consultants. Involvement Monitoring of call planners and report analysis – weekly and monthly reporting Monitoring of call rates and and territory coverage Monthly reporting on achievement of sales Monthly forecasting of area sales and
coastal region of the business based in Cape Town reporting directly to the MD. Qualifications Medical / healthcare sales performance targets for all product categories in conjunction with the Managing Director and other on growing market share and ensure business performance targets are met for all Sales Consultants. Involvement Monitoring of call planners and report analysis – weekly and monthly reporting Monitoring of call rates and and territory coverage Monthly reporting on achievement of sales Monthly forecasting of area sales and
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in (75%) Collaboration with the Finance and MIS reporting teams Maintenance of the employee database on time be requested of you Important Relationships Reports to the Head, Operations Interaction with Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with Financial
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in (75%) Collaboration with the Finance and MIS reporting teams Maintenance of the employee database on time be requested of you Important Relationships Reports to the Head, Operations Interaction with Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with Financial
of choice and a high performing organization Employee Relations management Assist and resolve employee payroll information to the Payroll Administrator Assist with the review for the payroll input and any queries training, performance, and IR data in the DNA ESS system Provide monthly employee headcount reports to Finance Finance. Draw and analyse system reports as required Analyze and report on a variety of HR metrics across submissions Manage the annual calendar for regulatory reporting / submissions to ensure deadlines are not missed
of choice and a high performing organization Employee Relations management Assist and resolve employee payroll information to the Payroll Administrator Assist with the review for the payroll input and any queries training, performance, and IR data in the DNA ESS system Provide monthly employee headcount reports to Finance Finance. Draw and analyse system reports as required Analyze and report on a variety of HR metrics across submissions Manage the annual calendar for regulatory reporting / submissions to ensure deadlines are not missed
procedures. As a minimum time sheet, work report, expense report in the latest available version. Fill out after repair or modification to ensure proper performance and compliance with manufacturer's specifications using hoists and hand tools. Clean, lubricate and perform other routine maintenance work on machines. Examine independently with as little assistance from others as possible. Assist customers with troubleshooting Protective Equipment (PPE) required for job performance. Cares and maintains company tools, machines
procedures. As a minimum time sheet, work report, expense report in the latest available version. Fill out after repair or modification to ensure proper performance and compliance with manufacturer's specifications using hoists and hand tools. Clean, lubricate and perform other routine maintenance work on machines. Examine independently with as little assistance from others as possible. Assist customers with troubleshooting Protective Equipment (PPE) required for job performance. Cares and maintains company tools, machines
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records enabled. Combine entities for Joint Planning and reporting on XPlan (Families and related parties – joint assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records enabled. Combine entities for Joint Planning and reporting on XPlan (Families and related parties – joint assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process