Client Administrator
7 days ago
Our client are seeking a dedicated and experienced Client Administrator to join their team . This role involves providing comprehensive administrative support to a financial advisor with an investment focus. Key Responsibilities: Provide holistic administrative support to the financial advisor. Manage the advisors diary, including client birthdays, meetings, etc. Perform general office duties such as scanning, printing, and filing (both online and physical). Ensure adherence to processes set by head office. Manage client queries efficiently. Gather and prepare information for client meetings, including reviews, proposals, and implementations. Assist with event planning as needed. Manage and drive outstanding requirements such as FICA and medicals. Generate quotes for investments, life cover, etc. Implement and monitor client proposals, including submitting applications, changes, switches, additions, and withdrawals. Arrange and finalize repurchases and transfers. Ensure product providers implement instructions accurately and within a reasonable timeframe. Requirements: Experience in assisting a financial advisor, particularly with an investment focus. Proficiency in Excel and Outlook is essential. Strong organizational and multitasking skills. Excellent communication skills. Attention to detail and ability to follow processes meticulously.
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Executive Client Portfolio Administrator
5 months ago
Pretoria, South Africa People Dimension Full timeIntroductionA leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.Duties & ResponsibilitiesSupport to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:Understand,...
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Executive Client Portfolio Administrator
5 months ago
Pretoria, South Africa People Dimension Full timeIntroductionA leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.Duties & ResponsibilitiesSupport to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:Understand,...
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Pretoria, Gauteng, South Africa People Dimension Full timeA prestigious firm in the finance industry is seeking an experienced Portfolio Administrator to manage executive client relationships in Pretoria East. This exciting role offers a dynamic work environment, excellent compensation package, and opportunities for career growth.About the RoleThe successful candidate will provide administrative support to...
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Department of Tukssport
2 weeks ago
Pretoria, South Africa University of Pretoria Full time**UP Professional and Support**: **POSITION**:CLIENT SERVICES ADMINISTRATIVE ASSISTANT** **CONTRACT: FULL-TIME FIXED TERM** **RESPONSIBILITIES**: The incumbent will be responsible for: - Petty cash management and cashiering - Data capturing of information and management systems entries - Day-to-day administration related to Client Services Department -...
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Client Relations Representative
5 months ago
Pretoria, South Africa People Mind Consulting Full time**Duties & Responsibilities** **1. Client Relations** - Ensure the respective clients experience service excellence from the first engagement. - Routine follow-up with clients regarding satisfaction and solution expansion. - Build and maintain client and industry relationships. **2. Administration** - Scheduling of Client Interactions aligned with client...
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Client Service Consultant
5 months ago
Pretoria, South Africa Finding Personnel (Pty) Ltd Full time**Job Details**: **Title: Client Service Consultant** **Location: Pretoria, Gauteng** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: R 18 000** **Reports to: Call Centre Manager** **Roles and responsibilities** - Provide excellent customer service in a professional manner and compliant with quality and performance...
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Administrator
5 months ago
Pretoria, South Africa Jobs 4 All Full time**Administrator - Willow Park Manor, Pretoria - Gauteng** **Job brief** Our client needs an all-rounder that can assist in their Tender department working & proficient in excel. Additionally, running around the office and store expediting orders, no heavy lifting, just getting orders and paperwork in order We are looking for a responsible Administrator...
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Client Support Specialist
7 months ago
Pretoria, South Africa Green Marble Recruitment Consultants Full time**Minimum requirements**: - Knowledge of the Financial Planning industry. - Administrative experience as an assistant to a Financial Advisor. - Good understanding of financial products (investments and life products). - Proficient in Microsoft Word and Excel. - Maths at Matric level would be an advantage. - B Com degree / CFP (Certified Financial Planner)...
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Administrator
5 months ago
Pretoria, South Africa Bambanani Recruitment Full time**- PRETORIA EAST** Position is based for a Construction concern - Person required to work independently - General Administration and processing - Upkeep of documentation - Filing - Elementary Bookkeeping duties - Processing of Accounts - and Reconciliations of accounts - Processing of accounts payable invoices - Client liaison - Cold calling Clients -...
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Administrator
2 days ago
Pretoria, South Africa Green Marble Recruitment Consultants Full timeReady to put your administrative expertise to work in a fast-paced and rewarding environment?Our client is seeking a dedicated and experienced Administrator to join their team. The ideal candidate will possess strong organisational and communication skills and have a proven track record in office administration. This role requires proficiency in office...
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Client Liaison Officer
5 months ago
Pretoria, South Africa Tych Business Solutions Full time**Job ID**: 76234**Date Posted**: Posted 3 hours ago**Location**: Pretoria**Job Title**: CLIENT LIAISON OFFICER - PRETORIA - GAUTENG JOB SUMMARY - The Client Liaison Officer role will provide onsite client services and resolve member and potential member queries. SKILLS, COMPETENCIES, QUALIFICATIONS, EDUCATION and EXPERIENCE Essential: - Matric (Grade...
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Client Liaison Officer
6 months ago
Pretoria, South Africa Tych Business Solutions Full time**Job ID**: 68619**Date Posted**: Posted 5 hours ago**Location**: Pretoria**Job Title**: CLIENT LIAISON OFFICER - PRETORIA - GAUTENG **JOB SUMMARY** The Client Liaison Officer role will provide onsite client services and resolve member and potential member queries. **SKILLS, COMPETENCIES, QUALIFICATIONS, EDUCATION and EXPERIENCE Essential -** Matric...
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Administrator
6 months ago
Pretoria, South Africa Status Asset Management Full time**Position: Administrator.** **Location: Lynwood, Pretoria.** **Reporting To: Managing Director.** **Job Overview**: **Duties and Responsibilities**: *** - Capture and administer LNDR Club Investors information and affairs. - Identify documentation shortcomings. - Attend to client enquiries efficiently and effectively. - Manage daily administrative...
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HR Administrator
5 months ago
Pretoria, South Africa Virago Recruitment Full timeOur client is looking for a HR Administrator to join their team. **Requirements**: Matric Experience with Time Sheets VAT Submissions Extensive experience with Excel Administrative tasks Data Capturing Our client is looking for a HR Administrator to join their team. **Requirements**: Matric Experience with Time Sheets VAT Submissions Extensive...
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Administrative Assistant
5 months ago
Pretoria, South Africa Freshcut Full timeJob Title: Administrative Assistant - Providing general administrative support to the team. - Handling invoicing tasks, including preparing and sending invoices to clients. - Capturing orders into our production planner system accurately and efficiently. - Assisting with organizing and maintaining office records and files. - Engaging with clients on a...
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Client Liaison Officer
5 months ago
Pretoria, South Africa Xone Integrated Security (Pty) Ltd. Full timeWe're seeking a talented Liaison Officer to join our team at Xone Integrated Security! **Requirements**: - PSIRA Grade B - Grade 12 - Willing to be able to work 12-hour shifts (Mon to Fri), including night and under pressure. - Must have extensive knowledge of Supervision and staff Management. - Extensive knowledge of logistics and personnel...
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Administrator
7 months ago
Pretoria, South Africa Sentinel Staffing Services Full timeQuotes Tender administration Assist with costing Pricing Purchase orders Credit notes Client Liaison Invoicing Accident claims
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Office Administrator
4 days ago
Pretoria, South Africa Jobted ZA C2 Full timeOffice Administrator Silverton Pretoria Our technical services client seeks a young dynamic Office Administrator with 3 years of experience in a Office / Workshop technical working environment. Driver’s license a MUST to assist with deliveries when needed. Salary: up to R15 000.00 per month (Depending on the experience) Minimum Requirements Matric –...
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Administrator
3 days ago
Pretoria, South Africa Green Marble Recruitment Consultants Full timeMinimum requirements:Proficiency in MS Office and other related software is required.A minimum of 5 years experience is required.1 to 2 years' experience with any ERP system is required.Fully bilingual.Workshop or Plant experience will be beneficial.Duties and responsibilities:Handle all general office administrative tasks, including paperwork, filing, and...
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Administrator
6 months ago
Pretoria, South Africa Status Asset Management Full timePosition: Administrator. Location: Lynwood, Pretoria.Reporting To: Managing Director. Job Overview: We are seeking an administrator to assess credit applications with unwavering attention to detail and ability to build strong relations with our stakeholders, ensuring quality service is provided and standard requirements are met. Duties and...