looking for someone based in our Johannesburg office to manage a series of high profile accounts in the USA Optimize processes related to service objectives Manage all said processes and ensure that branch runs diligence expected of the Company Key account management to ensure that premium client service is received and early evenings Lateral thinking Confidence in front of big clients See Description See Description
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Support (10%) Support the Centre with general office management tasks including reception and facilities Support with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Support (10%) Support the Centre with general office management tasks including reception and facilities Support with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS
brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning shaping the future of our niche client base and assisting them to achieve their financial goals by providing recommendations to optimize their financial objectives. Assist clients in completing applications, medical examinations degree, Financial Planning, Investments, Wealth Management Minimum requirements: NQF5, RE5, Class of Business
Administrator to perform the following; To prepare and manage payroll processes of employees. Gather all payroll benefits. Create and run salary sheets and reports Manage, maintain and update payroll related data Update on time to the Payroll Manager Link and unlink employees to relevant managers, job titles, job codes outstanding information Communicate with Regional Managers regarding any outstanding documents Allocate new add to a numerical for processing by senior management. NB: Update “Active List” Save document in processing
responsibilities consist of: • Diligent service management for an existing client portfolio consisting of products, coverage, and excesses. • Efficiently managing policy renewals, advice relating to the renewals Handling policy endorsements with precision. • Management and arrangements of unpaid premiums. • Policy pertaining to the client's policy changes. • Skilful management of policy cancellations and executing effective
responsibilities consist of: • Diligent service management for an existing client portfolio consisting of products, coverage, and excesses. • Efficiently managing policy renewals, advice relating to the renewals Handling policy endorsements with precision. • Management and arrangements of unpaid premiums. • Policy pertaining to the client's policy changes. • Skilful management of policy cancellations and executing effective