Search Results: 8 vacancies
...Interface with key suppliers
Oversite and design of monthly executive reports (BI reports)
Requirements:
~10 years’ experience
~ Must have CCNA accreditation
~ Strong DB administration knowledge for MySQL
~ Strong networking / firewall/ security...
...services company is seeking an Advisory Assistant to provide administration and support to Financial Advisors, in relation to client relationships... ...CGT calculations for switches /withdrawals
Perform fee report calculations for clients
Generate performance analysis of...
R 180,000 - 300,000 pa
...accurate and up to date.
Building and maintaining adviser relationships from a service perspective.
Tracking, monitoring and reporting on the above tasks to both advisers and the client’s staff.
Monitor and provide ongoing feedback on how your area of...
...Comparing current policies/ quotations to our available products and quoting accordingly Issuing of policies once clients accept quotations. Telephonic Sales Working closely with consultants to sign up new clients. Proficient in Administration Demonstrate Personal Competence
...Technical skills: Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office] Key performance areas: 1. Policy Maintenance 2. Policy Renewal 3. Retention of current clients 4. Client Management 5. Proficient in Administration 6. Demonstrate Personal Competence
...required but will be advantageous) Abuntex / Audatex Santam Broker Portal Santam BPM Cardinal 360 Key Performance Areas: Motor Claims Administration Managing the full Motor Claims Process including registration, pre-support, loading quotes on Abuntex, corresponding with...
...Provide our customers with 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...
...and social media posts in a financial/corporate design style.
Larger jobs will include the layout and preparation of financial reports, PowerPoint presentations, motion graphic videos (design component only) and exhibition design.
Our clients are lovely, but they...