and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
ensure smooth running of accounts and encourage timely recovery of payments.
Knowledge and and Skills:
Responsible for the full function of collection duties, with regular reporting
experience
Experience in working with targets and tight deadlines
Strong problem solving and time management skills
Working knowledge of MS Office
IMMEDIATE STARTER Qualified with 6 years plus full function management accounting exp
Managing client expectation on expected turnaround times for submitted requests; Adhering to underwriting Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product; Assisting Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage
Managing client expectation on expected turnaround times for submitted requests; Adhering to underwriting Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product; Assisting Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage
incentive solutions to meet the unique organisational needs of businesses. Located in City of Cape Town, WOW projects, and ensuring that projects are executed on time and within budget. Data analysis and producing reports to meet the daily, weekly, and monthly KPI’s Experience in managing client projects Ability to work in
Minimum Experience:
business;
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
accounts. Dealing with the bank on all administrative needs (Credit card request/cancellation, forex banking items according to business needs throughout the year min 3 years experience in a similar role Accounting