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Results for client manager in "client manager", Full-Time in Jobs in South Africa in South Africa
1
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Company and Job Description: A dynamic and fast-paced organisation in the logistics sector is seeking a highly capable Debtors Controller to join its Finance team. This role is ideal for a detail-oriented, proactive individual with a strong service mindset and the ability to work effectively in a fast-paced, high-volume environment. The Debtors Controller will support the Debtors Manager in streamlining debtor processes across the group. The role focuses on monitoring debtor balances, ensuring adherence to credit and collection policies, and maintaining professional relationships with both internal and external stakeholders. Key Responsibilities: Provide reporting and operational support to the Debtors ManagerReview daily client and supplier remittance allocationsLiaise daily with clients regarding outstanding balances and receiptsEnsure daily, weekly, and monthly statements and reports are issued and followed upResolve and assist with client queriesReview daily bank reconciliations and share balances with internal stakeholdersManage client credit limits and payment terms in line with volume forecastsAssist with client limit insurance and related correspondence with banks and brokersCoordinate bi-monthly and annual audits with financial providersOversee intercompany recoveries and confirmationsLiaise with internal operations teams regarding volumes and paymentsProvide backup support to the Invoicing Team and Debtors ClerkAssist with loading payments and FOREX tradingManage and oversee AA managementPerform ad hoc finance-related tasks as requiredJob Experience and Skills Required:Grade 12/Matric with Mathematics and Accounting.Relevant tertiary qualification advantageous.At least 5 years experience in a similar debtors role (industry experience highly beneficial).Strong computer literacy, particularly in G-Suite and Microsoft OfficeExperience with Pastel Evolution and/or SAGE Intacct will be advantageous Apply now!
https://www.jobplacements.com/Jobs/D/Debtors-Controller-1248345-Job-Search-01-05-2026-10-13-34-AM.asp?sid=gumtree
2d
Job Placements
1
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Our client a national truck rental company is seeking to employ an external sales rep to join their ever growing team
Responsibility:The successful candidate will be responsible for generating leads, closing deals, and managing customer relationships to drive revenue . This role requires strong sales, communication, and negotiation skills, along with a solid understanding of the rental industry and customer needs. Key duties include active outreach, building client relationships, understanding product offerings, and managing sales administration and market research
Main Requirements
Grade 12
External Sales experience
Valid Drivers license
In line with our clients operational hiring requirements, all background checks will be completedConsultant Name: Marlene Smith
2d

Service Solutions
1
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Kempton Park
Our client a national truck rental company is seeking to employ an external sales rep to join their ever growing team
The successful candidate will be responsible for generating leads, closing deals, and managing customer relationships to drive revenue . This role requires strong sales, communication, and negotiation skills, along with a solid understanding of the rental industry and customer needs. Key duties include active outreach, building client relationships, understanding product offerings, and managing sales administration and market research
Main Requirements
Grade 12
External Sales experience
Valid Drivers license
In line with our clients operational hiring requirements, all background checks will be completed
2d

Service Solutions
1
Actuarial Manager Non-Life InsuranceConsulting EnvironmentJohannesburgThey are looking for a Non-Life Actuarial Manager who will work closely with a diverse team of experts across insurance, risk, and data analytics. Youll be part of a dynamic consulting environment that gives you exposure to multiple clients, technical challenges, and opportunities for professional growthWhat Youll Do:Lead and deliver actuarial projects across the non-life insurance sector (including pricing, reserving, capital modelling, and IFRS 17).Manage and mentor a team of Junior Actuarial Analysts.Provide strategic insights to clients through advanced data analysis and modelling.Collaborate with audit, risk, and advisory teams on cross-functional projects.Support business development and contribute to thought leadership in the actuarial field.What Were Looking For:Nearly or newly qualified Actuary (FASSA or equivalent).46 years experience in non-life/general insurance.Strong technical background in actuarial modelling, data analytics, and reserving.Excellent stakeholder management and communication skills.Consulting experience would be advantageous.Why Join Them?:Youll be part of a forward-thinking team that values continuous learning, collaboration, and excellence. This is the ideal environment for Actuaries who enjoy variety, client interaction, and real-world impact.If youre ready to bring your expertise to a place where your work truly matters, wed love to hear from you.Apply now!
https://www.executiveplacements.com/Jobs/A/Actuarial-Manager--Non-Life-Insurance-1248195-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
2d
Executive Placements
1
The role requires a strong background in complex dispute resolution, corporate and commercial law, and exposure to forensic investigations.Key ResponsibilitiesLead and manage corporate and commercial litigation matters, including drafting pleadings, opinions, and conducting hearings.Advise clients on disputes relating to contractual, shareholder, and corporate governance issues.Conduct legal research and develop case strategies in line with client objectives.Support forensic investigations, including fraud-related disputes, regulatory breaches, and compliance issues.Manage client relationships, providing high-quality advice and ensuring service excellence.Mentor and supervise junior associates and candidate attorneys within the team.RequirementsAdmitted Attorney with at least 3 - 4 years post-admission experience in corporate and commercial litigation.Demonstrable forensic experience (fraud, regulatory investigations, compliance disputes) preferred.Strong track record of managing complex litigation and arbitration matters.Excellent drafting, research, and advocacy skills.Ability to work under pressure, manage deadlines, and handle multiple matters simultaneously.Client-focused mindset with proven ability to build strong relationshipsThe salary range is between in R45,000 and R 48,500 with a super incentive scheme and a good bonus. The range is indicative only, the offer will align with qualifications, skills, and level of experience.
https://www.jobplacements.com/Jobs/S/Senior-Associate-Attorney-Commercial-Litigation---1226387-Job-Search-01-07-2026-00-00-00-AM.asp?sid=gumtree
13h
Job Placements
1
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Key Responsibilities:Provide technical leadership and architectural direction, partnering with the CEO on standards, infrastructure decisions, change control, and project approvals.Translate client requirements into standardised, supportable best-practice solutions and SOPs across hardware, software, networking, security, and monitoring.Oversee day-to-day service delivery, ensuring SLA adherence, effective escalations, and high-quality ticket management.Lead, mentor, and develop a technical team, including performance management, skills development, and workforce planning.Plan and deliver client projects, including migrations, upgrades, cloud transitions, and infrastructure deployments.Own infrastructure reliability, security, patching, backup, and proactive monitoring across client environments.Ensure strong security baselines, compliance, and governance aligned to MSP best practices.Collaborate with sales, commercial, and vendor partners to support pre-sales, client advisory, and delivery efficiency.Drive continuous improvement through automation, innovation, and proactive service enhancements.Job Experience and Skills Required:5-7 years experience in the MSP environment Experience leading small or medium teams Hands-on engineering capability, particularly in Microsoft 365 Open working overtime, with own transport Apply now!
https://www.executiveplacements.com/Jobs/T/Technical-Manager-1249013-Job-Search-01-07-2026-00-00-00-AM.asp?sid=gumtree
4h
Executive Placements
1
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Role OverviewYou will be responsible for assisting in the management of accounting operations, supervising staff, reviewing work, and managing a client portfolio while ensuring high-quality service delivery.Key ResponsibilitiesAssist the Senior Manager in the day-to-day running of the Accounting DepartmentOversee and review cashbooksCompile annual financial statements and management accountsPrepare VAT workings, submissions, and reconciliationsHandle payroll calculations and submissions
https://www.jobplacements.com/Jobs/A/Assistant-Account-Manager-AAT-1248285-Job-Search-01-05-2026-04-31-21-AM.asp?sid=gumtree
3d
Job Placements
1
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Minimum requirements:Technical industry experienceMotivatedHighly organizedResponsibilities:Manage branch operationsSalesClient visitsCustomer relationsLead a team of 5 - 6 employees
https://www.jobplacements.com/Jobs/S/Sales-Branch-Manager-1248806-Job-Search-01-06-2026-10-23-29-AM.asp?sid=gumtree
1d
Job Placements
1
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Key Responsibilities:Download and reconcile monthly debtors reports; manage all outstanding accounts.Contact tenants with outstanding balances via phone, email, SMS, WhatsApp, and other channels.Update clients with comprehensive feedback and actionable recommendations regarding outstanding accounts.Implement and monitor payment arrangements, due dates, and follow-ups.Maintain tracking systems for payment arrangements and collections.Issue letters of demand and manage notices for expiring letters.Follow up on accounts handed over to external tracing or debt collection agencies.Ensure accuracy in tenant statements, incoming payments, and account reconciliations.Update credit bureau profiles as required.Compile monthly invoices for collection fees and manage payment processing.Provide weekly and monthly reports on accounts and collection progress.Handle ad-hoc administrative tasks and participate in after-hours standby on a rotational basis.Requirements & Expectations:Ability to manage a large workload under pressure while maintaining accuracy and attention to detail.Proactive approach: anticipate needs, follow up before being prompted, and manage deadlines independently.Strong communication and interpersonal skills, with the confidence to ask difficult questions and handle sensitive situations respectfully.Analytical skills to review tenant accounts, assess payment histories, and provide sound recommendations to clients.Ability to collaborate effectively with internal departments to ensure efficient service delivery.Professionalism in all client interactions; no slang, shouting, or unprofessional behavior.Willingness to continually develop skills through training and legal courses relevant to the role.Ability to work independently, remain calm under pressure, and contribute positively to a team environment.Confidence in presenting products and solutions to clients.https://www.jobplacements.com/Jobs/D/Debtors-Clerk-Controller-1248506-Job-Search-01-06-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
1
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Key Responsibilities: ?? Manage the full debtors book and collections process ?? Oversee credit control policies and procedures ?? Reconcile accounts and resolve debtor queries ?? Monitor overdue accounts and implement collection strategies ?? Prepare reports and liaise with management and clientsRequirements: ?? Proven experience as a Debtors Manager / Senior Credit Controller ?? Strong knowledge of debtors management and reconciliations ?? Excellent communication and negotiation skills ?? Ability to work under pressure and meet deadline
https://www.jobplacements.com/Jobs/D/Debtors-Manager-1248950-Job-Search-1-7-2026-5-09-40-AM.asp?sid=gumtree
13h
Job Placements
1
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HR OfficerJoin a dynamic manufacturing environment with a strong focus on labour law complianceMiddelburg, Mpumalanga Market RelatedAbout Our ClientOur client operates in a diverse and fast-paced environment with a strong focus on labour law compliance and effective HR operations. They value structured HR processes and proactive support to management and employees.The Role: HR OfficerYou will manage HR operations including employee relations, payroll oversight, and recruitment. You will ensure compliance with labour law and support the business through effective people management practices.Key Responsibilities45 years HR experience including handling disciplinary processesManage recruitment and selection processesAdvise management on labour law and employee relations mattersOversee payroll activities and ensure accuracy and complianceUpdate and maintain HR policies and proceduresAbout YouHR qualification45 years practical HR experienceStrong knowledge of labour law and compliance requirementsExcellent communication and interpersonal skillsOrganised with the ability to manage multiple HR functions efficiently
https://www.jobplacements.com/Jobs/H/HR-Officer-1249340-Job-Search-1-8-2026-6-02-01-AM.asp?sid=gumtree
4h
Job Placements
1
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Commercial Claims HandlerJoin a Respected Short-Term Insurance Provider Integrity, Growth & SupportJohannesburg | R22 000 R28 000About Our ClientOur client is a respected name in the short-term insurance sector, known for professionalism, client focus, and sustainable growth. They value integrity, innovation, and continuous development, offering a supportive environment to grow your career.The Role: Commercial Lines Claims HandlerYou will manage end-to-end administration of commercial claims, ensuring accuracy, compliance, and excellent service delivery. Working closely with clients, brokers, and underwriters, youll play a key role in maintaining strong relationships and efficient claims processes.Key ResponsibilitiesProcess and finalise commercial claims from instruction to settlementApply policy terms and conditions accuratelyMaintain records and update task management systemsLiaise with clients, brokers, and underwritersConduct follow-ups to keep stakeholders informedGenerate management reports and identify fraud risksEnsure compliance with FAIS, POPIA, FSCA, and TCF principlesAbout YouMinimum 3 years experience handling commercial short-term insurance claimsSolid knowledge of commercial policy wording and claims proceduresStrong administrative and organisational skillsHigh attention to detail and accuracyAble to communicate professionally with clients, brokers, and internal teamsProactive, reliable, and able to work under pressureExperience with relevant systems and regulatory frameworks is essential
https://www.jobplacements.com/Jobs/C/Commercial-Claims-Handler-1249121-Job-Search-1-7-2026-8-00-34-AM.asp?sid=gumtree
13h
Job Placements
1
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Our client is looking for a Afrikaans speaking Wealth Assistant. Your:Formal EducationMatricAppropriate Tertiary qualifications would be advantageousExperienceAppropriate Administrative experience in the financial services industry is essentialCritical CompetenciesExcellent knowledge of English (read, write)Excellent knowledge of Afrikaans (read, write, speak)will enable you to fullfill the following duties:Servicing of clientsAssimilate investment/fund values, investment performance statistics and Astute information of clients;Compiling and preparation of retirement planning, investment proposals and client review documentation;Assist with new/review clients wills in consultation with the Wealth Planner/Manager;Make payments on behalf of clients through the corporate saver account;Track payments into the corporate saver account and forward payments to investment companies;Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;Assist clients in obtaining tax certificates, etc. if/when required;Ensure that the principles of TCF are applied in all interaction with clients.Processing new businessImplementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;Obtain confirmation from service providers regarding implementation of client instructions;Written communication/confirmation to clients regarding instruction implementation;Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed.General AdministrationEnsure that client documentation is in compliance with FICA & FAIS legislation;Scheduling meetings for Wealth Planner and organising diary;Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;Maintain client records and database, both hard copies and electronically according to company policies;Binding of company documents;Arrange for postage/courier duties;Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;Ad hoc duties that inclu
https://www.jobplacements.com/Jobs/W/WEALTH-ASSISTANTADMINISTRATOR-1198339-Job-Search-6-27-2025-8-55-17-AM.asp?sid=gumtree
6mo
Job Placements
1
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What Youll Be Doing:Generate new corporate business and expand existing accountsStrategically plan and deliver sales presentations and pitchesMaintain and manage your sales pipeline to meet targetsFollow up on leads and keep accurate client recordsNegotiate with clients to maximize profits and ensure repeat businessOnboard new clients smoothly, following company processes and standardsRequirements:Matric qualificationOwn vehicle & valid drivers license3+ years sales experience in courier/express industryExperience targeting corporate clientsKnowledge of Nelspruit and surrounding areasSkills & Attributes:Confident, assertive, and target-focusedExcellent negotiation, presentation, and business development skillsCustomer-centric with strong communication and administrative skillsSkilled in prospecting, cold calling, closing deals, and relationship buildingOrganized and able to manage time effectively
https://www.jobplacements.com/Jobs/N/New-Business-Sales-Executive-1249402-Job-Search-01-08-2026-04-07-36-AM.asp?sid=gumtree
4h
Job Placements
1
Workplace modelOn-site, Claremont, Cape Town or Gauteng. Reporting toManaging Director PAS and Head PCSRole purposeWorks with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisationLISP platform (PAS)PWP offshore shares and funds platformPrivate client platforms (PCS)This role is accountable for the design and execution of data quality controls and tax reporting accuracy across in-house platforms (LISP and PWP) and outsourced platforms (e.g., Peresec). The primary objectives are to:Implement a data testing and monitoring programmeDetect, prevent, and remediate operational and reporting errors.Drive data clean-up and fixes.Recommend system and process changes to ensure data accuracy at source.Take ownership of accurate and timely tax-related filings across various regimes.About our ClientOur client is an integrated wealth and investment manager; offering advice, wealth management, asset management, investment platforms (LISP and private clients), fund management, fiduciary and global treasury capabilities.Key responsibilitiesProduct and client taxAssists the operation and tax specialist to ensure accurate client tax reporting (includes IT3 reporting, withholding taxes, PAYE ) and life company five funds tax.Drive the compilation and execution on the test plans to ensure accuracy of tax calculations and reports IT3(b), (c) and payroll IRP5, IT3(a)Ongoing monitoring of data for data quality issues and push-back to the operation for remediationReview of the business rules, forms, processes and systems to ensure client tax administration and reporting objectives are met. (input data)Ongoing review and monitoring of PAYE calculations and payroll submissions for Living Annuity incomes.Review of the directives deductions and reporting of this via the payroll submissions.IT3(c) testingReview calculations of capital gains and lossesReview and testing of complex corporate action processing.Review for false disposals i.e. transfers handling, fund class switchesIT3(b) testing review processing of fund income distributions, dividends, corporate actions. Test reporting.Endowment/Sinking Fund policieshandling of the tax deducts (income, capital gains taxes) for share portfolios (PSPs) within endowment policiesReview and testing of capital gains tax deductions and end of year true-upAssist in the testing of any system changes that impact client and five funds tax.PWP Qualified Intermediary IRS filings.Manage compliance with IRS QI obligations, including:1042, 1042-S, and 1099 filingsWithholding
https://www.executiveplacements.com/Jobs/C/Client-Investment-Tax-Lead-Investment-Platforms-1198708-Job-Search-6-30-2025-6-00-23-AM.asp?sid=gumtree
6mo
Executive Placements
SavedSave
CUSTOMER RELATIONS & ORDER PROCESSING – PLETTENBERG BAY
Our client is seeking a highly motivated and customer-focused
Customer Relations Assistant to join their team. The successful candidate will
provide exceptional service to their clients, manage customer relationships,
and will be responsible for the accurate and timeous loading of orders.
KEY RESPONSIBILITIES:
•
Liaise with independent clients via telephone on
a bi-monthly rotation
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Understand market dynamics, competitors, and
core client needs
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Develop reports and insights based on customer
interactions
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Provide weekly management reports on calls and
key insights
•
Support onboarding of new customers and ensure
that they are satisfied
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Escalate and coordinate customer issues with
relevant departments
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Manage/ track and loading of all sales
orders placed on various internal systems
REQUIREMENTS:
•
Matric Certificate
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2-3 years of experience in a customer care role
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Excellent phone and verbal communication skills
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Active listening skills
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Strong admin skills
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Experience with accurate order loading and
management
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Ability to prioritize and manage time
effectively
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Knowledge of cell phone accessories and Apple
products
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Customer-focused with ability to interact with
diverse personalities
•
Familiarity with CRM systems
•
Ability to work with Microsoft Office (Excel,
Word etc)
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Knowledge of Xero & Cin7 would be
advantageous
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Highly motivated and able to work well under
pressure
•
Proven and contactable references
THE IDEAL CANDIDATE:
•
Adaptable, efficient and able to manage multiple
tasks
•
A self-starter with sequential and proactive
thinking
•
Emotionally intelligent with excellent language
skills
•
Ability to handle complex and sensitive issues
•
Must live in Plett or surrounds.
Please e-mail your cv in MS Word format together with a
small suitable photo of yourself for front of cv purposes to lynne@lynneharrisrecruitment.co.za
All
POPI requirements respected.
Should
you not receive a response within 10 days please consider your application
unsuccessful. Thank you!
3d
Plettenberg Bay1
SavedSave
Our client a national truck rental company is seeking to employ an external sales rep to join their ever growing team
The successful candidate will be responsible for generating leads, closing deals, and managing customer relationships to drive revenue . This role requires strong sales, communication, and negotiation skills, along with a solid understanding of the rental industry and customer needs. Key duties include active outreach, building client relationships, understanding product offerings, and managing sales administration and market research
Main Requirements
Grade 12
External Sales experience
Valid Drivers license
In line with our clients operational hiring requirements, all background checks will be completed
Please email cv to marlene@servicesolutions.co.za
Responsibility:=Consultant Name: Marlene Smith
3d

Service Solutions
1
Minimum requirements for the role:A tertiary qualification in a related field is preferred for this role.Previous sales experience having worked within the flexible and related packaging industry calling on the food manufacturing industry is preferred for the role.The successful candidate must have excellent communication and interpersonal skills.Must have excellent sales and negotiation skills with strategic thinking and planning abilities.The successful candidate must demonstrate resilience, proactive problem solving, and a passion for delivering customer value and sustainable packaging solutions.Technical knowledge in packaging solutions-particularly in sectors like dairy, beverages, or food packaging.Proficiency in Excel and Word is essential.The successful candidate will be responsible for:Managing and growing strategic client relationships within the flexible packaging industries with the focus on food & beverage, FMCG, industrial, and or related markets. This role involves expanding revenue from existing accounts, onboarding new clients, and providing excellent service and technical support to ensure packaging solutions meet client needs.Developing and implementing account plans to achieve sales targets, identify new opportunities, and drive revenue growth.Regularly assessing client needs, understanding their business objectives, and providing tailored solutions.Acting as the main point of contact between the client and internal teams, ensuring effective communication and collaboration.Identifying upselling and cross-selling opportunities to expand existing accounts and generate new business.Addressing client concerns, resolving issues promptly, and ensuring customer satisfaction.Tracking account performance, preparing reports, and providing insights to internal stakeholders.Managing contract negotiations, renewals, and pricing discussions.Conducting regular business review meetings to assess performance, forecasts, and opportunities.Providing accurate and timely forecasts (monthly, quarterly) for assigned accounts.Analysing business trends, performance against targets, competitive landscape, and market opportunities.Generating and present performance reports to internal and client stakeholders.Leading strategic negotiations for pricing, contracts, and renewal agreements.Collaborating in new product development or packaging innovations that align with client and market needs.Salary package, including benefits, is highly negotiable depending on experience gained.
https://www.executiveplacements.com/Jobs/N/New-Business-Development-Account-Manager-Flexible--1234945-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
3d
Executive Placements
1
SavedSave
This dynamic company operates in the digital assets and blockchain space, delivering high-quality financial services to multiple clients. The Technical Accounting Manager will oversee a team of 10+ Accountants, ensuring that client deliverables meet the highest professional standards while driving process improvements and team development.Key Responsibilities: Lead and mentor a team of Accountants, ensuring accuracy, timeliness, and adherence to standards.Review and sign off on financial statements and client deliverables.Improve accounting processes, internal controls, and system integrations.Interpret and reconcile complex financial and blockchain data.Collaborate with stakeholders to support outsourced CFO services and reporting.Job Experience and Skills Required:Chartered Accountant (CA(SA)/CA or equivalent) with 5+ years post-qualification experience.Experience managing and mentoring accounting teams in digital assets or crypto-native environments.Strong knowledge of blockchain accounting, ERP systems, and system integrations.Proficiency with digital asset accounting tools (Crypto, Tres, and Entendre).Excellent analytical, organizational, and communication skills with a proactive approach to process improvements.Apply now!
https://www.executiveplacements.com/Jobs/T/Technical-Accounting-Manager-Web3-1249182-Job-Search-01-07-2026-10-13-24-AM.asp?sid=gumtree
4h
Executive Placements
1
Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:Formal Education:Matric and relevant industry-related degreeExperience:A minimum of five years relevant experience in the financial services industryCritical Competencies:Knowledge AdministrationTechnologically literate (MS Office, Excel)Good internet skills - email programPrinciples of sound English and Afrikaanswill enable you to:People:Proactively manage all client queries and process their requests accurately and with due care and diligence;Interact with clients, staff and stakeholders;Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.Processes:Arrange and finalize all repurchases, loans and surrenders and replacements;Monitor maturities and report back to the advisor;Arrange appointments and manage the advisors diary, ensure reviews are set-up;Arrange flights and transfers for advisor when travelling to client visits;Arrange invoices and quotes where applicable;Timeously arrange for applications and switch forms and ensure documents are complete and accurate;Submit new business timeously and accurately and follow up on the process;Provide daily feedback to advisor on all business in process;Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;Assist with the planning where advisor markets his services;Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;Ensure correct broker code allocated to clients, keep records of any changes;Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with
https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1248892-Job-Search-1-7-2026-4-27-14-AM.asp?sid=gumtree
13h
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