VK Staffing
Johannesburg, Gauteng, ZA
1d ago
source : Work-Force
  • Duties to include, but not limited to : Understand, execute and manage intermediary services as defined by the FAIS act.
  • Receive and execute tasks and instructions via email, electronic voice and telephone; Prepare reports and correspondence, typing, data capturing and CRM;
  • Maintaining client relationship, liaison via email telephone etc; Liaison with service providers, instructions to and management of their execution;
  • Keeping and execution of minutes, in meetings, conference calls or in client consultation; Review and maintain ongoing instructions and client portfolios;
  • General influence to maintain a professional office environment. Qualification and experience : A relevant bachelors qualification or at least Matric with Mathematics and / or Commercial subjects such as Accounting, Economics etc;
  • Basic understanding of economics, financial markets, income tax and accounting; Knowledge of insurance and investment administration and understanding of regulation;
  • Computer literacy (MS Office), understanding of CRM systems, swift accurate typing

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