Administrator (Financial Services)
7 days ago
Overview: The purpose of this position is to tend to the administration of the financial planning services the business provides. Minimum Requirements: Senior Certificate - High School Matric (Grade 12) Valid SA Driver’s License Own Reliable Vehicle (essential) Proficient in Microsoft Word and Office and other related software Excellent telephone etiquette Previous experience in the Financial Services industry (advantageous) RE5 certificate (advantageous) Responsibilities: Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc., Responsible for drafting and submitting investment and life assurance application forms, Assist clients with the signing of forms, Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews, Timeously tend to all client queries Making and answering phone calls. Be courteous with all clients and develop a good relationship with clients. Photocopying, printing & binding of documents, when required, Filing & scanning, when required, Send quarterly reports, when required, Send clients’ tax certificates, when required. Competencies: Must show good initiative and be willing to do necessary research for better understanding where necessary Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills Become knowledgeable about the financial assets and products that our clients utilise #J-18808-Ljbffr
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Corporate Financial Consultant
2 days ago
East London, South Africa Bayport Financial Services Full timeThe Corporate Financial Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to Bayport...
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Training and Services Consultant
1 week ago
East London, South Africa JSM Business Services Full timeA dynamic company based in Pretoria in the Insurance Sector is seeking to appoint a Training & Services Consultant in the Eastern Cape (East London) to provide an effective and efficient support to debt councellors and their staff as well as internal training to new sales and admin staff. Duties & Responsibilities - Training of newly signed up Debtor...
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Administrator
6 days ago
East London, South Africa Hlanganisa Managed Services Full time**SUMMARY OF POSITION** The role of an Administrator involves a great deal of multitasking. They will work with teams, oversee the operations within the Company, manage groups, coordinate with management and engage in planning according to the needs of the Company. **ROLES AND RESPONSIBILITIES** - **Logging and Updating of Jobs** - Logging jobs onto...
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Financial Services Professional
2 weeks ago
East London, South Africa Bebeeaccounting Full timeMain goal of the role is to provide financial services and support senior management in achieving company objectives. Key Responsibilities Record all daily and monthly transactions accurately Process journal entries efficiently Conduct regular
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Financial Services Professional
3 weeks ago
East London, South Africa Bebeeaccounting Full timeMain goal of the role is to provide financial services and support senior management in achieving company objectives. Key Responsibilities Record all daily and monthly transactions accurately Process journal entries efficiently Conduct regular bank reconciliations Prepare ad-hoc reports as required Requirements Degree in Accounting or Finance Completed...
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Service and Maintenance Administrator
6 days ago
East London, South Africa Eazi Access Rental Full time**1. **Purpose** To administer the rental process and maximize revenue by serving and supporting the customer through telephonic gathering of data and providing expert advise, to provide quotations and follow up support and administer the rental process. To coordinate with technicians to ensure machine uptime and availability and to coordinate with drivers...
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East London, South Africa Assupol Full timeDescription To provide professional first line support to clients and sales support - 1. Render client services- Update client personal details and AIMS notes - Provide correct and accurate advice to clients on products and services (TCF) - Inform clients and update changes to their policy (TCF) - Liaise with relevant departments to gather information to...
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Financial Administrator
2 weeks ago
East London, South Africa Abantu Staffing Solutions Full time**Overview**: Excellent role for a finacially-minded Administration Clerk, to fill the role of Finance Clerk with the Accounting Department of a Property company. **Minimum requirements;** - Grade 12 / Matric **Responsibilities**: - Daily receipting and balancing - Creditor payments - Month-end / close-off processing and reconciliations - Deposit...
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Financial Services Sales Consultant
2 weeks ago
East London, South Africa Octogen Pty Ltd Full time**An opportunity exists for a dynamic and energetic self-starter who is passionate about sales and creating an exceptional experience for clients.** **If you have what it takes you can earn from R12000.00 per month upwards!** **Purpose of role is to meet monthly sales targets by**: - Coaching clients to achieve a healthy financial lifestyle - Personal and...
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Financial Administrator
2 weeks ago
East Rand, South Africa Unique Personnel Full time**Job Number** - 67154 **Job Type** - Permanent **Job Title** - Financial Administrator **Computer Skills** - MS Office **Industry** - Real Estate **City** - Ekurhuleni (East Rand) **Province** - Gauteng - Job Description Summary: - Gathering, analysing, and interpreting relevant financial data for Group Month end Reporting. - Evaluating and optimizing...