Trust and Client Services Officer

**Client Service Coordinator** **Job Overview** The Client Service Coordinator plays a crucial role in supporting the Operations Manager by focusing on customer communication, team coordination, and administrative tasks to ensure smooth operations and high customer satisfaction at EcoLogic Heat Pumps & Solar. **Key Responsibilities** 1. **Client...

My client, a well established auditing firm based in Somerset West is seeking to employ a Client Manager: Accounting to join their Business Solutions Division comprising of Accounting, Payroll and Company Secretarial functions. The key responsibilities include: Client portfolio management and strategic management, including: - Management of client...

Job Summary:">This role offers an exciting opportunity to join Catch Recruit as a Business Development and Client Services Manager. We are seeking an experienced professional to provide exceptional technical support services to our Portfolio Managers.">About the Role:">">Provide administrative, operations, and client services support to Portfolio Managers,...

**Reference**: 8038 SJ **Consultant**: Sone Johnson Maintain company secretarial files of clients. Prepare and submit amendments to company secretarial information Registration and deregistration of companies. Submit annual returns. Liaison with clients in respect of amendments to company secretarial information. Liaison with CIPC. Maintain trust files of...

My client, an established Accounting and Auditing firm seeking to employ a **Client Manager** to join their team. accounting|client manager The position as Client Manager | Accounting will form part of the Business Solutions Division, comprising Accounting, Payroll and Company Secretarial functions. - Registration as a Professional Accountant at SAIPA or...

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; - Filing, capturing client data, updating spreadsheets and word documents; - Follow-up all client transactions, implementation of new business etc; - Drawing statements from service providers and summarising client portfolio...

An accounting firm in Somerset West is looking for a receptionist and general office administrator. **Criteria**: - English and Afrikaans literate - Excellent communication skills - Computer literate - Detail oriented - Willing to take responsibility and learn new skills - Multitasking and time-management skills, with the ability to prioritize tasks -...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Job description **Background** This is a new role in a growing organisation, so if you are excited by the prospect of taking an existing, successful organisation to the next level, then this may be the right opportunity for you. **Job Function** The main function of this role will be to work directly with the relations manager and see that day-to-day...

An excellent opportunity exists for an Office Administrator to join a medium size, fast growing well-established Accounting firm. They are seeking to temporarily employ an Office Administrator on a 6 month contract. The firm operates within a large variety of industries, ranging from, accounting, tax administration and planning, business and transactional...

graduate - Manage all communication for the South African branch - Issuing quotations to new and existing clients - Ansering of business telephone queries and all office administrative duties - Relevant degree / qualification - This position is also open to recent graduates - Fully bilingual in Afrikaans and English - Own vehicle essential - High level of...

client service manager **Requirements**: - Minimum qualification Grade 12. - Relevant tertiary qualification will be advantage. - Refrigeration knowledge will be advantage. - Minimum of 5 Years experience in a customer-service environment. - Minimum of 3 Years’ experience in a supervisory/management role. - Computer literate (Excel, Microsoft Word,...

**Reference**: 9397 NB **Consultant**: Nine Broodryk Take responsibility to act as the first line of contact to clients. Manage Reception. Provide administrative support to the whole office. Filling. Managing the attendance register of the company. **Diary Management**: booking internal and external meetings and administrative duties. Managing the office...

Requirements: - PSP or stockbroking experience required. - Some years in the financial services industry will be advantageous. - Relevant tertiary education or courses. - Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential). - Experience with Xplan; DMA; Marble; OPUS is an advantage. - Knowledge of the Financial Services...

An excellent opportunity exists for an Office Administrator to join a medium size, fast growing well-established Accounting firm. They are seeking to employ an Office Administrator to join their current Somerset West based team on a permanent basis. The firm operates within a large variety of industries, ranging from, accounting, tax administration and...

Requirements: PSP or stockbroking experience required. Some years in the financial services industry will be advantageous. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential). Experience with Xplan; DMA; Marble; OPUS is an advantage. Knowledge of the Financial Services Industry....

**1. Purpose** To support Trustees of Sectional Title Schemes and Home Owners’ Association by ensuring a professional management of their property. **2. Key Performance Areas** 1. Financial Management 2. Administrative Service 3. Meeting Procedures 4. Insurance Service 5. Project Management 6. Maintenance and Repair Service 7. Customer...

As part of the worldwide group of companies, our client in Somerset West specializes in the development and manufacture of components and assemblies from advanced, light weight composite materials. They are looking for a **SHEQ Officer** who will be responsible for ensuring that the company adheres to legal standards and in-house policies. The goal is to...

**Reference**: 8038 SJ **Consultant**:Sone Johnson - Maintain company secretarial files of clients. - Prepare and submit amendments to company secretarial information - Registration and deregistration of companies. - Submit annual returns. - Liaison with clients in respect of amendments to company secretarial information. - Liaison with CIPC. - Maintain...

**Reference**: 9391 NB **Consultant**: Nine Broodryk **Provide Expert Guidance**: Offer clients technical guidance on system and workflow best practices to optimize their processes and maximise efficiency. **Troubleshooting Assistance**: Assist staff in analyzing client-specific logs to identify and resolve issues promptly and effectively. **Customer...