excellent client relationship management and office administrative skills.
Responsibilities:
Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' tailored Financial Plans covering investments, insurance, and retirement planning to help our clients create proposal to clients (Longterm insurance, investments, short term insurance and fiduciary services) Flexibility
debtor's administration experience. Responsibilities include: Execute all the debtor administration duties Build and maintain client relations General administration Requirements: Grade 12 At least three years years debtors experience Computer skills Administration skills Good interpersonal skills Accuracy and punctuality
reported monthly to GROUP ZA insurance department to ensure adequate insurance of stock. Calculate and post
tracing, data capturing, data updating and administrative tasks Debtor's clerk/debtors control experience
tracing, data capturing, data updating and administrative tasks Debtor's clerk/debtors control experience
obsolete stock and reduce holding costs. Review insurance policies to ensure adequate coverage and cost-effectiveness
Perform fund accounting and portfolio administration responsibilities, review of various reports and sources (eg: portfolio manager, custodian, administrator), investigate and/or escalate exceptions to
including statutory compliance and business administration. Overseeing integration of new financial systems Management of Staff / Employees. Strong business and administrative acumen with a specific emphasis to assist the
complex payroll department Exposure to an HR Administration system Experience working in cross-functional