Description: Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management: Analyze and manage ...
a month ago
Description: Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial ...
a month ago
Description: Are you motivated by targets, undaunted by challenges, and ready to thrive in a fast-paced, remote, sales environment? If youre looking for a role where hard work pays off and career progression is real, this could be the perfect fit. No ...
18 days ago
... coordinate appointments for the Financial Advisor with clients. Prepare and organize ... of communication for the Financial Advisor. Organize and maintain office supplies ... needed to support the Financial Advisor. Requirements:Â Ability to take initiative ...
15 days ago
... to clients, always ensuring accuracy Collections: Following up on overdue accounts ...
12 days ago
... credit control measure and manage collections. Submission : Vat /Paye/Uif Sage ...
12 days ago
... to at all times Coordinate collections and deliveries of orders with ...
26 days ago
... to date. Client Communication: Ensure collection targets are met; and cash ... status, such as ageing analysis, collection rates, and outstanding balances, credit ... potential risks related to debt collection and provide recommendations for improvement ...
9 days ago
... shipping line prior to container collection. Receive all required shipping documents ... SARS Release bills for customer collection. Process cargo dues. Process acquittals ...
8 days ago
... to ensure roadworthiness. Delivery and Collection: Ensure the accurate and timely ... delivery or collection of goods as per schedule ...
11 days ago
... support as needed. · Coordinate the collection and processing of application materials ... and Evaluation: Assist in the collection and analysis of data for ...
15 days ago
... financing, credit evaluation, bad dept collection and contract administration Must have ...
a day ago
... : Purpose of the Role: The collection of the monthly rental income ...
a month ago
... completes tender documents. Co-ordinates collection of tender documents and ensures ...
a month ago
... Accounting Consultants Management of Business Advisors Public Liability Job Experience & Skills ...
16 days ago