withholding tax in Security/Custody.
Management of broker and service provider relationships including maintaining and management of the broker
Management of broker and service provider relationships including maintaining and management of the broker
Engage with property brokers & clients to achieve sales targets Project manage Joint Venture initiatives
Engage with property brokers & clients to achieve sales targets Project manage Joint Venture initiatives
appointments with financial planners, brokers, and wealth managers to showcase our services. Build and
forecasts. Reconcile general ledger and broker accounts regularly. Manage petty cash, vendor payments, and daily
Senior admin Manager-(short term insurance)-support to senior broker HOUGHTON based R25000-R40000 neg depending on experience Leading Insurance Financial brokerage seeking Administrative support New Business processing Existing Business Servicing Preparation of new client files: FAIS documentation
appointments with financial planners, brokers, and wealth managers to showcase our services. Build and
Duties and Responsibilities Liaising with Clients with regards to Claim requirements Checking of Cover vs Claim and checking Merits accordingly Register and Manage Claims on Broker Admin platforms and Direct Continual feedback to clients via Telephone, Emails and WhatsApp's as per client preference