within a Financial Services Provider Experience in Life Insurance and Investment (LISP) highly advantageous Client onboarding... Information retrieval and processing, Data Entry and Record-Keeping Regulatory Compliance Risk Rating Verification Client file...
Our client operates within the broader supply and distribution sector, supporting various industries through reliable...
Inputs into workshops to brainstorm differentiators and unique client solutions Assist in the scheduling and lead response...
• Handling client queries, booking appointments and dealing with and resolving queries • Delivering a professional and efficient..., and co-ordinating of client orders • Experience with accounting software i.e. (Quick Books/Pastel/Excel) • Sourcing of relevant parts...
. Daily administration and feedback on claims. Capture claim details of client and check if premiums have been collected... product knowledge in client engagements. Submit all relevant reports as directed, in a timeous manner to the manager Keep...
Provide administrative support to investment management team, ensuring efficient operations, accurate client account... business processing and administrative support Manage and maintain accurate client portfolio records, including track...
between our client's Sales team, operations and senior management. In this dual-capacity role you will assist with the full sales... administration cycle (quoting, order processing, CRM updates, client follow-up) and provide personal executive assistance to senior...
Capturing Client Engagement Administration Skills and Knowledge (essential): Remote Technical Support MS Office Skills... and English KEY PERFORMANCE AREAS Client Engagement Provide OSM support on relevant and third-party platforms through...
between our client's Sales team, operations and senior management. In this dual-capacity role you will assist with the full sales... administration cycle (quoting, order processing, CRM updates, client follow-up) and provide personal executive assistance to senior...
client. We are seeking a detail-oriented, tech-savvy Medical Accounts Receivable Agent to support our client. The primary... and compliance with client protocols. PLEASE NOTE: Working Hours: This role requires you to work EST hours, Monday – Friday, 9...
application and client advisory. Maintain compliance-aligned process and policy documentation. Business Process Analysis...
Job Summary Our client operates within the broader supply and distribution sector, supporting various industries...
Responsibilities: Provide general administrative support and personal assistance to the Financial Advisor. Prepare client quotes.... The proposed salary for the role is R15k - R18k per month, but the prerogative remains with the client to offer any market...
Advisor. Prepare client quotes and process policy amendments. Manage claims and new business applications. Update... remains with the client to offer any market related salary considering the candidate's qualifications, skills, and experience...
and externally. Accurate quoting of products and services to the client using Sync or Pastel Follow up of quotes Opening... from design dept. Confirming order and order number from client or sales executive Confirming client info and making sure client...
we have placed as well as the level of both our client's and candidate's satisfaction with our service. PEOPLE DIMENSION adheres...
we have placed as well as the level of both our client's and candidate's satisfaction with our service. PEOPLE DIMENSION adheres...
and deliverables Inputs into workshops to brainstorm differentiators and unique client solutions Assist in the scheduling and lead...
, client requirements and H&S Management system requirements is well instituted and maintained. RESPONSIBILITIES Generic...
purchase orders (POs) are requested from the client. Complete all customer monthly processing and payment allocation before... for your next career-changing move. Our client is offering a highly competitive salary for this role based on experience...