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Paraplanner Westville
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Westville
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
share this job on whatsappCommissions Administrator - Sandton
Catch RecruitSandton
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on communication skills (both writing and verbal) Customer centricity – passionate about client service Well
Administrator Sandton
Catch RecruitSandton
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on communication skills (both writing and verbal) Customer centricity – passionate about client service Well
Product Specialist Sandton
Catch RecruitSandton
being shipped by clients, sourcing documents, or assisting with database management projects. You will be Researching and obtaining an understanding of customs compliance requirements for products shipped by
Product Compliance Specialist - Sandton
Catch RecruitSandton
being shipped by clients, sourcing documents, or assisting with database management projects. You will be Researching and obtaining an understanding of customs compliance requirements for products shipped by
Sales Development Representative - Johannesburg
Catch RecruitSandton
internationally, we are dedicated to transforming our customers' visions into reality through our comprehensive relationships with both existing and potential customers. This position involves proactive outreach to Responsibilities: Conduct outbound calls to existing and new customers to generate leads and set appointments for the research and interaction. Maintain and update customer information in the CRM system. Follow up on leads leads and inquiries promptly, providing excellent customer service. Collaborate with the sales and marketing
Sales Development Representative Sandton
Catch RecruitSandton
internationally, we are dedicated to transforming our customers' visions into reality through our comprehensive relationships with both existing and potential customers. This position involves proactive outreach to Responsibilities: Conduct outbound calls to existing and new customers to generate leads and set appointments for the research and interaction. Maintain and update customer information in the CRM system. Follow up on leads leads and inquiries promptly, providing excellent customer service. Collaborate with the sales and marketing
Accountant Sandton
Catch RecruitSandton
processing supplier invoices, finalising and processing customer invoices, compiling VAT reporting for filing EU supplier payment files, liaising with suppliers and customers regarding invoicing queries, payment queries etc
Accountant Sandton
Catch RecruitSandton
trial-balance stage. Proficiency in generating customized reports using MS Excel. A keen understanding processing until the trial-balance stage. Preparing customized reports to effectively communicate the current to facilitate strategic planning. Maintaining customer confidence and safeguarding operations by preserving emotional challenges. Proficiency in creating customized reports. Ability to comfortably report at the
Tax Consultant Sandton
Catch RecruitSandton
advise and guide clients on global tax trends and assist in related queries. The position is based within facilitate the filing of international tax returns; Assisting the Global Mobility manager, with any business
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