Financial Services Administrator

**Responsibilities** - Strong diagnostic and problem-solving skills. - Strong attention to detail and process orientation. - Prioritize and escalate complex technical problems to appropriate teams. - Maintain high first-call resolution rates and user satisfaction levels. - Excellent written and verbal communication abilities. - Customer service orientation...

As a Brand Ambassador for Numeral Financial Services Group, you will play a crucial role in promoting our brand values and products. Key responsibilities include representing our brand at various events, engaging with potential customers, and providing feedback to help us improve. What You'll Do: Brand Representation: Facilitate positive interactions with...

Job Title: Financial Services AdministratorWe are seeking a dedicated and dynamic individual to join our team as a Financial Services Administrator. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and ensuring smooth...

Job SummaryWe are seeking a highly skilled Financial Services Administrator to join our team at Rory Mackie & Associates. This is an excellent opportunity for an experienced accountant to take on a challenging role in the financial services sector.About the RoleThe successful candidate will be responsible for supporting the Chief Financial Officer and Senior...

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...

Financial Services - Sales Administrator Location: Roodepoort - Office based. This privately owned company is a leading player in the financial services industry. They are looking for a Sales Administrator who will report to the Head of Sales (also a shareholder in the business) and support him in all aspects of sales administration. The company offers a...

Job OverviewWe are seeking a highly skilled and experienced Financial Administrator to join our team at Professional Career Services.Estimated SalaryR 450,000 per annumJob ResponsibilitiesThe successful candidate will be responsible for preparing wages for hourly paid workers, processing garnishes and payments, and reconciling invoices to statements. They...

- Ensure optimal and accurate processing & authorising of data. - The distribution of investor communication, within the context of appropriate service - Investor engagement, assistance, and query resolution. - Initial and ongoing performance of due diligence to comply with company policies and legislation. - Accurate processing and authorisation of all...

We are seeking an experienced Financial Services Operations Administrator to join our team at Liham Consulting Pty (Ltd).Job Summary:This role is responsible for collating information, analyzing performance against targets and tracking the deal pipeline.Key Responsibilities:Collate operations reportsPerform risk assessmentsMonitor circulation of loan...

Ensure optimal and accurate processing & authorising of data. The distribution of investor communication, within the context of appropriate service Investor engagement, assistance, and query resolution. Initial and ongoing performance of due diligence to comply with company policies andlegislation. Accurate processing and authorisation of all business...

The facilitator plays a critical part in the drive and implementation of the digital journey of the department towards initiatives such as e-Learning, online assessing, digital administration etc. **EDUCATION** MINIMUM QUALIFICATIONS - Matric or NQF L4 qualification - Qualified Facilitator and Assessor (Minimum NQF L5) DESIRED REQUIREMENTS - Design of...

Pronel Personnel is currently seeking a diligent and detail-oriented Financial Administrator to join their team. This role will provide essential support in financial administration, handling various accounting tasks, and assisting with strategic financial planning.Key Responsibilities:Xero Accounting: Capturing, reconciling, and managing transactions,...

This role serves as the primary interface between Bayport, its customers and employees. This role requires a high level of professionalism and courtesy, that leaves a good impression and builds upon a solid reputation about our brand. Being the first point of contact for Bayport, receptionists are responsible for routing incoming calls, addressing visitor...

**Department: CORPORATE ADVISORY SERVICES** **Reports to: SENIOR CONSULTANT** **Job Purpose** Provide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and...

We are looking for a financial administrator to join our administration team. - 5 years in a similar role - A tertiary qualification in finance - Customer service experience - Debt collection experience. If this is you, please do not hesitate and apply! **Experience**: - financial admin: 5 years (preferred)

The Dialer Operations Specialist plays a crucial role in overseeing the functionality and optimization of the dialer systems. The role is responsible for all aspects of dialer strategies, the day-to-day operations of dialer systems, setting up campaigns, prioritizing them effectively, monitoring them in real-time, and conducting thorough reporting and...

The facilitator plays a critical part in the drive and implementation of the digital journey of the department towards initiatives such as e-Learning, online assessing, digital administration etc. **EDUCATION** MINIMUM QUALIFICATIONS - Matric or NQF L4 qualification - Qualified Facilitator and Assessor (Minimum NQF L5) DESIRED REQUIREMENTS - Design of...

Financial Advisor with Blue chip Insurance Company. Basic Salary will be paid while in training, thereafter commission structure will be implemented. Minimum Requirements NQF6 or NQF7 Fully Completed CFP Either Completed or Studying Towards it. RE5 RE1 FAIS Credits CPD Points Clear Criminal Record Clear ITC No FSCA Debarment **Job Types**:...

Job Description To provide financial administration support to the business unit by maintaining accurate records for all financial transactions and managing payments and invoices, if applicable within agreed processes, procedures and timelines. - Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for...

Job Title: Financial Services CoordinatorWe are seeking an experienced Financial Services Coordinator to join our team at Set Consulting. This role involves providing administrative support to ensure the smooth operation of our financial services department.