Financial Advisor Assistant for personal and commercial lines
Ikusasa Recruitment Group Rustenburg
Minimum requirements:
- Matric completed
- NQF 4 Certificate in Short-Term Insurance
- 2 years commercial short-term insurance experience
- Regulatory Exam completed, RE5
- Proficient in both spoken and written English, Afrikaans and one other official South African languag
- Computer literacy (MS Office)
- DOFA confirmation from FSCA
Responsibilities:
- Maintain and update the CRM systems (MyPractice / MyBase)
- General administration and compliance
- Ensuring smooth workflow in daily operations
- Preparing quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Handling claims
Only short Listed candidates will be contacted
Pro PersonnelRustenburg
Minimum Requirements
• Grade 12 / Matric
• 35 years' experience in a Debtors Clerk or similar finance-related role
• Strong understanding of debtors processes and account reconciliations
• Computer literate with experience on accounting software and...
LMP RECRUITRustenburg
Minimum requirements
• Grade 12
• Bookkeeping qualification will be advantageous
• Literate on MS Office and Autoline is essential
• Minimum of 3 years Debtors and Creditors experience in the Motor industry a must
Duties
• Full Debtors function
Net TalentRustenburg
Responsibilities
Operational Management
• Oversee the full daily operations of the restaurant.
• Ensure adherence to brand standards, SOPs, and food safety regulations.
• Maintain high product quality and service excellence at all times.
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