Search Results: 4 vacancies
...Responsibilities and expectations but not limited to:
Client data management
Responsible for client data recording on the company... ...and accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc.).
Produce clients’...
...Operations
Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement... ...between Financial Planning Partner and client.
FICA and AML capture and checking on client onboard process.
Checking of...
...a cross-functional highly matrixed environment.
Decisive, demonstrated ability to make difficult calls based on a combination of data, analysis and experience.
Understanding of company’s near, mid and long term priorities, with a sense of urgency to adapt to changing...
...medical aid claims within the required time frame.- Accurately record the payment status and relevant payment notes of each account.- Capture the remittances and reconcile all claims allocated via our medical software and bank statements.- Liaise with the medical aid...