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Search Results: 14 vacancies
- ...accounting issues or reconciliation Provide operational involvement in the credit control and retention process Process on the policy administration system while considering the impact on operational processes and clients Prepare and send out monthly reports for...
R 480,000 pa
...departments to ensure adherence to regulatory frameworks and internal policies, contributing to the organisation’s overall risk management... ...issues that may affect timelines or outcomes. 3. Commpay Administration Accurately capture estimates and actuals in Commpay and...- ...development Investigating current development trends and proposing potential new practices to the team Fulfilling a Database Administration role, including database support, analytics, and reporting HOURS: ~ Monday to Friday: 08:00 – 17:00 Should you meet...
- ...Group: The group encompasses a diverse range of entities, including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company . Key Responsibilities...
- ...world class service Ensuring the store is fully stocked and orders placed accordingly knowledge of administration and IT systems Adhering to all company policies and procedures Its important that you have a passion for retail and love for animals. ( We will...
R 30,000 - 40,000 per month
...potential and existing brokers and clients, maintaining positive relationships by providing accurate and appropriate information on policy covers, terms and conditions Adherence to Service Level Agreements Portfolio Management Liaising with Insurers,...- ...financial products, including: LISP products: discretionary investments, RAs, living annuities, preservation funds, TFSA, endowment policies Financial instruments: unit trusts, ETFs, direct shares Strong knowledge of tax regulations and accounting principles...
R 37,500 per month
...Minimum 5 yearsâ experience in a similar fund operations role Experience with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background in financial services, particularly asset management...- ...| Claremont POSITION INFO: Legal advisor The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company. LOCATION...
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM...
- ...to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance. Key...
R 480,000 pa
...Build and maintain strong working relationships with brokers , clients , insurers , and suppliers Provide expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business , renewals , and endorsements...- ...clients. This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist contributes to the company’s purpose of delivering long-...
- ...Sales Budgets # Follow up on orders and Quotations to prevent delays # Resolve customer queries and goods # Manage sales and administrative functions # Responsible for the external sales function and customer satisfactions # Offering advice and/or alternatives to...