•Support the Business Development Consultant and Investment Consultant on all referrals Proactively engage benefit client relationship management and benefit consulting. •Fluent in Afrikaans •Basic knowledge of Income screening and assessments. The post Retirement Fund Consultant appeared first on freerecruit.co.za .
guidance and assistance to claims assessors and consultants. Guide team members with risk assessment techniques timeous and consistent claims assessments to Claim Consultants by managing and maintaining workflow and service analysis and insights where required, and implementation of findings into the execution of claims assessment primary client and advisor interactions (claims consultants). Follow internal client service practices which
Minutes from notes provided by the Private Client Consultant ● Take on of new clients /redemptions – complete
with internal stakeholders that is, underwriting/actuarial, claims as well as surveying. Adhering to all
with internal stakeholders that is, underwriting/actuarial, claims as well as surveying. Adhering to all
and accounting expertise.
Consultant: Rayno Bezuidenhout - Dante Personnel Pretoria
trusts. Dealing with SARS and CIPC inquiries. Consulting to clients. Reporting back to Directors. Desired
accounts function to 3 sister companies Besides implement all accounting requirements the successful incumbent will be responsible for full organizing and implementation of business requirements pertaining to 3 sister
with client portfolio analysis Assist with implementation of trade decisions Assist with portfolio rebalancing analyse client portfolios Systems Assist with the implementation of CRM system and maintain user access and to do list and minute meetings with IRESS implementations team Update client records in IRESS and help from custodians Assist with the design and implementation of internal data flows Assist with the automation
analysis
Systems