Experienced in financial administration, claims management, and client service within the insurance and investment sectors. Adept at streamlining processes and ensuring compliance.
Experienced in processing complex financial transactions and claims within regulatory frameworks.
Skilled in assisting clients and investors, ensuring clarity and satisfaction in service delivery.
Proficient in managing administrative tasks, including document processing and record keeping.
Knowledgeable in compliance requirements related to financial and insurance sectors.
PEP STORE
CASHIER. SHOP ASSISTANT. STOCK TAKING
ZAMBEZI SPORTSMANS WAREHOUSE
SHOP ASSISTANT. STOCK TAKING
ALEXNDER FORBES
Provide products and investements to investors advised by the independent financial advisers (intermediaries).. Provides products that incentivise saving in terms of prevailling tax legislation and provide for a regaluar income ,or simply give a single point if access to multiple investment managers for discretionary short to long term saving and provide for ease for of switching investments on clients or adviser reviewing client’s investment strategy. Provides access to a wide range of investment manager and investments that include units trust ,IS portfolios and managed share portofoils ,act as custodians of these investments and supply data and information about these investment to intermediaries ,investor ,regulators and industry bodies.
ALEXNDER FORBES
FINANCIAL MANAGEMENT N4-N6
CKP DEVELOPMENT AGENCY
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Processing Section 14 transfers and Directive 135 transfers as required.. Processing death and disability claims and divorce orders as required.. Applying for tax directive for the section 14, directive 135 and death claims as required.. Provides access to a wide range of investment manager and investments that include units trust ,IS portfolios and managed share portofoils ,act as custodians of these investments and supply data and information about these investment to intermediaries ,investor ,regulators and industry bodies.