Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
client instructions for investments and insurance, communicating with clients, managing documentation, scheduling joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition
client instructions for investments and insurance, communicating with clients, managing documentation, scheduling joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Office or Business Management qualification
At least 5+ years experience in Wealth Advisor Assistant have excellent planning, organising and time management skills
Must be an analytical thinker with
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role financial planning and investment services.
Job Title: Wealth Administrative medical aids, gap cover, wellness programs, and investments.
Processing amendments to client the designated workflow process.
Managing email correspondence, including sending and receiving
Sending medical aid, gap cover, policy, and investment documents to clients as required.
Corresponding
ROLE OVERVIEW The Service Specialist will be responsible for the operations of all complex shipments effective service delivery to clients. The Service Specialist will be responsible for the following: • Liaising shipping strategy. • Managing the progress of a select number of shipments (project management) on behalf of ever-changing shipping environment • Organized and able to manage/co-ordinate all the elements of different high-value
innovative, experienced and efficient Medical Billing Specialist to join their team.
Candidates who meet
Duties will
The incumbent will oversee the Supply Chain Management process applying best practices, to ensure procurement compliance with good corporate governances. Tender Management Process and Administration · Participation in administration support of Bid Adjudication Committee. · Management of Request for Quotation processes. · Implementation contract management, expiration dates, and market analysis. Supplier and Contract Management · Maintaining supplier relations documents. · Enhancing supplier management processes and ensuring regulatory and SLA compliance
administration. General administration practice management Compliance and data integrity and security Trust