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1
Recruiting an Office Administrator with an RE5 and Registered as an Employee Representative (FSB) for Phuthadijhaba in the Free State.
Kindly note, only candidates with a Qualification that is recognized by the FSB and that already have an RE5 and who are Registered as an Employee Representative (FSB) will be considered for this position
Industries
Insurance (Long-term not short-term insurance)
Specification
1. Render client services• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries• 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 resolve clients’ queries• Maintain the required business retention rate• Handle all complaints and inquiries• Escalate complaints to Office Manager and Complaints Handling Officer• Follow complaints procedure• Handle all incoming calls and walk-in clients2. Administrate Claims• Verify claims documents as per standard procedure• Assist clients with the completion of claim forms• Submit all claims received to Head office• Submit any outstanding documentation as per Head Office request• Keep claims register up to date3. Advise clients on cancellations• Advise the client of the process and disadvantages of cancellation• Retain the policy by proposing different options (partial surrender paid up)• Inform the relevant Sales Manager of the intended cancellation for retention• As per the client's request follow the standard cancellation procedure
Administration demutualization process
Capture client infoInform client of status of sharesUpdate client info on the Aims systemRegister and forward to HO
Office Administration
Manage male and faxPrepare statistical reportsCommunicate office legislation with the office manager
Process and administrate application forms
Check and validate application forms for QAFollowing the capturing procedureSend incomplete applications back to the Office ManagerProcess application forms on the systemFollow up on outstanding documentationConsult with New Business on outstanding docs and provide feedback to the Of...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDMyNDMzMzgwP3NvdXJjZT1ndW10cmVl&jid=1369946&xid=1032433380
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1d
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzIxMzQzODc4P3NvdXJjZT1ndW10cmVl&jid=1368695&xid=3721343878
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1d
Seeking a Chartered Accountant to take over the full Managementof a Chartered Accounting and Registered Auditor Practice in Bloemfontein.Management experience essentialPublic & Private Sectors experience essential
Bloemfontein
A National Company of Chartered Accountants and Registered AuditorsAre seeking the services of a Chartered Accountant in their Bloemfontein Practice
Qualified Chartered Accountant at Senior LevelQualified CA(SA) essential5 – 8 years Post Article experienceSA Citizens only Full Manage of the Accounting PracticeGenerating new BusinessPrivate Sector Experience essentialPublic Sector Experience and advantageManaging a Portfolio of clientsAuditingAccountingTaxationManage SAICA Trainee’sLiaising with Senior Management
SECTOR: Financial Services
Job Reference #: JHB000018/SK
1d
1
Recruiting a perm Client Services Administrator form the long term insurance industry in Bloemfontein. This successful applicant must be available to start on the 1st of March 2023.
The following requirements are NOT NEGOTIABLE.
RE52 Years’ Experience in the Insurance Industry1 Year of experience in Client Services1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Duties and Responsibilities
Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• 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 resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries • Escalate complaints to Office Manager and Complaints Handling Officer • Follow complaints procedure • Handle all incoming calls and walk-in clients Administrate loan requests
Collate all documents required for loan application e.g. positive identification of clientVerify and ensure clients forms are completed correctly.Validate and pre-assess whether the client qualifies for a loan.Make preliminary decision on the loan application and inform clients thereof.Submit all required forms to Head Office for processing.Update and make notes on system.Follow up with Head office and update clients on application progress, outcome or until finalized.Advise client on repayment terms of loan (TCF)
Administrate Claims
Verify claims documents as per standard procedure.Assist clients with the completion of claim forms.Submit all claims received to Head officeSubmit any outstanding documentation as per Head Office request.Keep claims register up to date.
Adv...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDkwNTc1NjgzP3NvdXJjZT1ndW10cmVl&jid=1494854&xid=2490575683
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1d
1
Vacancy available for SIACA Clerk - Company based in Roodepoort.
Must have BCom Accounting (Completed or 3rd Year Completion)Must have own Vehicle
email CV to bernadette@prrrecruitment.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjAzMzYzMDk2P3NvdXJjZT1ndW10cmVl&jid=1416703&xid=4203363096
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1d
1
Our client offers a salary according to experience between R10 000 and R20 000 ctc pm (No benefits)
Desired experience and requirements:
Relevant Finance Degree or Diploma will be beneficial
Completed SAIPA / SAICA articles will be beneficial
Preference will be given to candidates who has previously handled Municipality Accounts
Sound understanding of tax and management accounts
Excel skills (Advanced)
Fluently in Afrikaans
Driver’s licence
Duties will include:
Compiling and Preparation of annual financial statements (CaseWare & Solar)
Reconciliation of general ledger and sub ledgers monthly
Management and review of various trail balances monthly
Compilation of monthly management accounts
Analysis of monthly financial reports and reporting on variances
Preparation of annual budgets
Our client offers a salary according to experience between R10 000 and R20 000 ctc pm (No benefits)
Desired experience and requirements:
Relevant Finance Degree or Diploma will be beneficial
Completed SAIPA / SAICA articles will be beneficial
Preference will be given to candidates who has previously handled Municipality Accounts
Sound understanding of tax and management accounts
Excel skills (Advanced)
Fluently in Afrikaans
Driver’s licence
Duties will include:
Compiling and Preparation of annual financial statements (CaseWare & Solar)
Reconciliation of general ledger and sub ledgers monthly
Management and review of various trail balances monthly
Compilation of monthly management accounts
Analysis of monthly financial reports and reporting on variances
Preparation of annual budgets
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzY2NzY4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1259373&xid=1555_66768
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2y
1
Our national retail client is looking for a Debtors Clerk to join their Bloemfontein operation. The successful candidate must have a minimum of 3 years experience in Debtors full function.
DEBTORS, CLERK
DEBTORS, CLERK
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU0NDc5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1241703&xid=1555_54479
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2y
1
*Duties and Responsibilities:*
• Preparation of annual financial statements
• Independent Review of company financial statements
• Preparation of consolidated financial statements
• Submission of provisional tax payments
• Submission of income tax
• Handling of all SARS matters
*Requirements:*
• Candidate must currently be employed at an audit / accounting firm
• Relevant Finance Degree or Diploma
• At least 5 years’ experience
• Completed SAICA / SAIPA articles
• Comprehensive knowledge of and experience in all aspects of financial
reporting
• Sound understanding of tax
• Proven, effective people leadership skills and experience
• Strong analytical skills, with high attention to detail, and ability to work
accurately and deliver quality outputs
• Strong service delivery ethic, with proven action orientation and timely
adherence to deadlines under high pressure
• Strong proficiency in MS Office suite
• Willingness to travel as needed
• Fluently bilingual in both Afrikaans & English
*Requirements:*
• Candidate must currently be employed at an audit / accounting firm
• Relevant Finance Degree or Diploma
• At least 5 years’ experience
• Completed SAICA / SAIPA articles
• Comprehensive knowledge of and experience in all aspects of financial
reporting
• Sound understanding of tax
• Proven, effective people leadership skills and experience
• Strong analytical skills, with high attention to detail, and ability to work
accurately and deliver quality outputs
• Strong service delivery ethic, with proven action orientation and timely
adherence to deadlines under high pressure
• Strong proficiency in MS Office suite
• Willingness to travel as needed
• Fluently bilingual in both Afrikaans & English
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzQ3MzYwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1235003&xid=1555_47360
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2y
1
*Duties and Responsibilities:*
• Preparation of annual financial statements
• Independent Review of company financial statements
• Preparation of consolidated financial statements
• Submission of provisional tax payments
• Submission of income tax
• Handling of all SARS matters
*Requirements:*
• Candidate must currently be employed at an audit / accounting firm
• Relevant Finance Degree or Diploma
• At least 5 years’ experience
• Completed SAICA / SAIPA articles
• Comprehensive knowledge of and experience in all aspects of financial
reporting
• Sound understanding of tax
• Proven, effective people leadership skills and experience
• Strong analytical skills, with high attention to detail, and ability to work
accurately and deliver quality outputs
• Strong service delivery ethic, with proven action orientation and timely
adherence to deadlines under high pressure
• Strong proficiency in MS Office suite
• Willingness to travel as needed
• Fluently bilingual in both Afrikaans & English
*Requirements:*
• Candidate must currently be employed at an audit / accounting firm
• Relevant Finance Degree or Diploma
• At least 5 years’ experience
• Completed SAICA / SAIPA articles
• Comprehensive knowledge of and experience in all aspects of financial
reporting
• Sound understanding of tax
• Proven, effective people leadership skills and experience
• Strong analytical skills, with high attention to detail, and ability to work
accurately and deliver quality outputs
• Strong service delivery ethic, with proven action orientation and timely
adherence to deadlines under high pressure
• Strong proficiency in MS Office suite
• Willingness to travel as needed
• Fluently bilingual in both Afrikaans & English
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM5Mzc2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1231935&xid=1555_39376
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2y
1
Phakisa Holdings is currently seeking a Cost Accountant for Bethlehem in the Free State.
This will be for a 3 - 6 month contract with the possibility of extending.
* Implement and develop a costing system
* Maintain costing records
* Project costing & margins
* Generate costing & margin reports
* Develop and maintain costing models
* Monitor purchase- & sales price variance
* Stock evaluation at month-end
* Assist in the budget and forecast process with pricing structures
* Assist with stock counts
* Compile monthly management reports
* Maintain fixed asset register
* Maintain inventory items on Navision
* Grade 12
* Relevant Degree / Diploma in Accountancy
* 5 years Cost Accountant Experience
* Experience on Navision
R20,000.00 - R25,000.00 Per Month
* Grade 12
* Relevant Degree / Diploma in Accountancy
* 5 years Cost Accountant Experience
* Experience on Navision
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM5Nzk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1232121&xid=1555_39794
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2y
1
Bloemfontein - The Debtors’ clerk responsibilities entail providing assistance in recovering outstanding debt. To be successful in this role, you should possess the ability to show off both your customer service & collections skills, when liaising with our customers.Areas of Responsibility (Your duties will include but are not limited to:) Complete debtors’ functionEnsure timeous and accurate recording of all invoices, debit and credit notesMonitoring of accounts to ensure that payments are received timeously and are up to dateAdministering Debtors / Debt collection – Follow up on outstanding accountsCollect overdue monies and timeously flag overdue accounts to relevant staff and managementDaily, weekly and monthly reporting including age analysis, reconciliations, processingCollect overdue monies and timeously flag overdue accounts to relevant staff and managementAccurate and constant follow up with customers regarding outstanding paymentsDeal with queries from clients and reconciling of customer accounts where necessaryAccurate and constant follow up with customers regarding outstanding paymentsFiling and ensuring all documentation sequence is controlledOpening new accountsDaily and monthly reporting to managementCredit Check and Processes for handoversKnowledge, skills and experience requiredExcellent verbal and written communication in English and AfrikaansGood time management skills, showing the ability to manage self and prioritise tasksBe able to handle and deal with conflict situationsListening SkillsMatric or equivalent qualificationsTertiary qualification (desirable but not essential)A good working knowledge of MS office and IT packagesComputer literacyImpeccable business acumen in both written and communication skillsDocumentation Skills2-3years’ experience in a similar role (Client Service / Debt Collection)Previous debt collect experience and techniques would be advantageousExcellent negotiations and communication skills CompetenciesHighly organisedAbility to multi-taskReliableSelf-motivatedAttention to detail is essentialAbility to work under pressureGreat customer service attitudeProfessionalismPatiencePositive AttitudePeople OrientedProfessional and exceptional telephone etiquette with a clear speaking voiceSalaryR 15 000 negotiable depending on experienceWorking Hours: Monday to Friday 07h00 to 17h00
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNTg1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1201912&xid=1266_53585
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2y
1
An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives:
* Effectively analysing a client's needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients' evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzgzNTJfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1175310&xid=1554_8352
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2y
1
Grade C UPPER BANDRole Requirements The successful candidate must have the following basic requirements:A.•Relevant tertiary qualification in finance, Engineering or related discipline at NQ level 6 •Minimum 3-5 year’s experience as capital Controller or Cost Technician in a multidiscipline project environment•Good Analytical, oral written communication skills. Good Analytical, oral written communication skills•Good analytical, oral and written communication skill•Proficient in MS Package.•Medical Certificate of fitness Please attach a comprehensive updated CV as well as a certified copy of your ID and your qualification.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQzNDc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1158286&xid=1266_43478
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2y
1
A well established accounting / auditing firm is looking for a Senior Tax Associate to join their Bloemfontein branch
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
Professional skills and responsibilities for this management level include but are not limited to:
• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behavior to build quality relationships.
• Uphold the firm's code of ethics and business conduct.
Duties:
• Preparation of corporate income tax returns and supporting schedules using electronically captured data.
• Calculation of provisional tax payments and preparation of IRP’6.
• Checking income tax assessments.
• Liaison with the manager regarding clients' affairs.
• Assisting with the management of a portfolio of compliance clients.
• Maintaining client records on the AODocs system and using the system to produce documentation. • Attending to queries raised by SARS and general liaison with SARS regarding clients' affairs.
• Ensuring that clients' tax compliance affairs are kept up to date and that SARS deadlines are met.
• Complying with Tax risk management procedures.
• Delivering quality tax services.
• Keeping abreast with changes in Tax Legislation.
• Wip and debtor management.
Key Performance Areas: The successful applicant should:
• have knowledge and experience in the application of the Income Tax Act.
• be computer literate and have a working knowledge of MS Word and Excel. Knowledge of Lotus Notes will be advantageous.
• have good communication and interpersonal skills.
• have the ability to prioritise and work under pressure.
• have the ability to work both independently and as part of a team.
• be accurate and have good judgmental, numerical and analytical skills.
• be able to pay attention to detail and have the ability to follow through on tasks.
• be well organized.
• be motivated and confident.
• be fluent in English and be able to draft correspondence in English.
• be committed to assisting with the growth of the Global Compliance Services. Qualification and Experience:
• An accounting degree or
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzQ4MzhfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1135614&xid=1555_4838
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2y
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