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Search Results: 18 vacancies
- ...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 insurers,...
R 37,500 per month
...stakeholders (Trustees, Custodians, FSCA, ASISA, brokers, and system providers like Bloomberg, Morningstar, etc.) Â Minimum Qualifications... ...with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong...R 480,000 pa
...issues that may affect timelines or outcomes. 3. Commpay Administration Accurately capture estimates and actuals in Commpay and... ...Proficiency in MS Word, Excel, PowerPoint, and other industry-related systems. Key Competencies: Strong organisational 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...
- ...operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist... ...Kind and compassionate Intuitive Team player Systems Knowledge Proficient in using email, booking systems,...
- ...| 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...
- ...Write complex SQL reports Set up and maintain correspondence templates in Excel Develop a deep understanding of the OWLS system and its configuration Test system changes thoroughly to ensure functionality and accuracy HOURS: ~ Monday to Friday: 08:00...
R 420,000 pa
...across all platforms. Design assets using Canva, Adobe, or other DTP tools. Manage branded inventory and event calendar. Admin & Systems Support: Administer SharePoint dashboards and marketing documentation. Ensure smooth functioning of marketing systems (Mailchimp,...- ...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 for animals...
- ...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...
- ...monitoring of data for quality issues, escalating and driving remediation within operational teams. Review business rules, forms, and system inputs to ensure alignment with tax reporting requirements. Oversee and test PAYE calculations and payroll submissions for Living...
R 480,000 pa
...endorsements Ensure compliance with Service Level Agreements and Binder agreements Maintain accurate records on internal CRM systems Monitor and manage credit control for the assigned portfolio Evaluate risks and negotiate terms with insurers and brokers...- ...Experience Minimum 5 years in long-term insurance, ideally in a broker consultant or IFA role Tech Proficiency CRM systems, Microsoft Office Suite, and virtual meeting tools Other Requirements Valid driver’s license and reliable transport; flexibility...
- ...recent experience in life or short-term insurance sales. Languages: Fluent in English and Afrikaans. Technical Skills: CRM systems, MS Office Suite (Excel, Word, Outlook). Other: Own reliable transport and a valid driver’s license (preferred). Key Competencies...
- ...Most Important Attribute · Smart, insightful, passionate about markets, self-starter. · Must be willing to travel around the country to meet with issuers if necessary. Systems Knowledge · Excel, Bloomberg Job Specification...
- ...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...