Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: Queries, i.e., static changes; unpaid premiums; general policy enquiries, etc. Request & prepare quotations
notes are correctly captured on Pastel/Syspro. Assist with processing should the need arise. Review packs Managers/Directors. Assist creditors clerks with reconciliations when required. Assist with Cashflow when queries on the accounts are kept to a minimum by assisting the creditors clerks where required. Analyze and provide feedback on all queries on a regular basis. Assist in resolving older outstanding queries timeously ensure queries are resolved in given timeframes. Assist with analysis and reporting of LCT's as and when
notes are correctly captured on Pastel/Syspro. Assist with processing should the need arise. Review packs Managers/Directors. Assist creditors clerks with reconciliations when required. Assist with Cashflow when queries on the accounts are kept to a minimum by assisting the creditors clerks where required. Analyze and provide feedback on all queries on a regular basis. Assist in resolving older outstanding queries timeously ensure queries are resolved in given timeframes. Assist with analysis and reporting of LCT's as and when
Experience working in the insurance industry. Duties : General : Obtain relevant information to draft proposals Attend appointment with broker to offer products, assist with queries and give specialist insights and advice
Experience working in the insurance industry. Duties : General : Obtain relevant information to draft proposals Attend appointment with broker to offer products, assist with queries and give specialist insights and advice
sales orders report regularly and send out daily. General ad-hoc duties as requested by the Credit Manager
related receipt documents. Assist with Stock control and stock forecasting. Assist with month-end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support & Communication Assist with procurement of consumable / office items for
advantageous. Experience in capturing invoices in the General Ledger on an accounting system. Intermediate Excel
creditor's role. Experience capturing invoices in the general ledger on an accounting system. Intermediate Excel
advantageous. Experience in capturing invoices in the General Ledger on an accounting system. Intermediate Excel