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Permanent Life Insurance Administrator
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12 days ago290 views
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General Details
Location:
Advertised By:Agency
Company Name:Persona Staff Recruitment
Job Type:Full-Time
Description
Join Our Team: Life Insurance Administrator Wanted!Are you ready to thrive in a dynamic, wealth-focused environment nestled in the picturesque Paarl in the Cape Winelands? Our independent insurance brokerage is seeking a skilled Life Insurance Administrator to join our team.
Requirements:Grade 12 qualification
Minimum 3 years of experience in the Life Insurance industry
Proficiency in Life Insurance products and services
Ability to excel in a high-pressure setting.
Strong grasp of MS Excel, Word, and Outlook
Exceptional verbal and written communication skills in both Afrikaans and English
Meticulous attention to detail with a commitment to delivering top-notch work.
Proven track record of efficiency and accuracy
Excellent organizational and time management abilities
Must have own reliable transportation and a valid driver's license.
Perks:Collaborative team environment
Opportunity for professional growth and development
Competitive compensation package
Chance to make a real impact in clients' lives.
If you're ready to bring your expertise to a thriving brokerage dedicated to financial solutions and wealth creation, we want to hear from you! Apply now with your CV: craig@personastaff.co.za
Persona Staff (PTY) Ltd is POPIA (Protection of Personal Information Act, 2013) compliant.
SECTOR: Insurance
https://www.placementpartner.co.za/wi/application_form.php?id=personastaff&VacRef=CPT004758/CS&source=gumtree
Id Subtitle 1277247014
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Persona Staff Recruitment
Selling for 5+ years
Total Ads256
Active Ads256
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The Company is situated in PaarlThe ideal candidate will possess experience in a role where they were solely responsible for all financial tasks within a company. This individual would have honed their skills in a smaller company, managing all aspects and gaining a comprehensive understanding of the operational elements of finance. The role extends beyond simple data entry from bank statements to the trial balance; it requires a proactive approach to the daily financial operations, managing the expenses and income of each business unit.
Bookkeeper/Administrator
Ref 2401
The
main purpose:
To generate accounting controls to ensure that Craig & Son’s finances are
properly managed
Salary: Depending on experience
Basic: R10 000 – R17 000 per
month
Travel allowance: R1 000 – R2 500
per month
Key
responsibilities:
· To maintain and correct books of accounts
Prepare
financial statements, balance sheet, income statement and other financial
documents.
Audit
planning and budget formulation.
Responsible
for all the assets and liabilities in the financial statements except for
operating assets.
Continuous
consult with Management for keeping the accounts current.
Preparing
journals to record transactions, which receivable from people or bank.
Verify that
all information is properly entered into the accounting system and record all
the transactions in a timely manner.
Preparation of
accounting through to trial balance, payments, receipts, bank recon for current
account.
Following up
on outstanding receipts
Efficient
management of creditor payments, including matching to statements, checking
calculations and reconciling monthly budgets
Ensuring that
month-end procedures are concluded effectively and efficiently.
Assists with
the annual audit.
Liaises with
vendors to ensure that bills are paid in time and that proper records exist to
track the expenditures (i.e., via purchase orders).
· To complete reconciliations, checks and Monitoring
Bank
recons
Fuel
recons
Ensure
SARS payments are made
Petty
Cash Recon check
Debit
order recon
Reconciliation
of creditors accounts
Reconciliation
of SDI account receivable
Vat Preparation
Manage the Petty Cash box
· Preparation of payments online
Loading
Creditors
Preparing
payment requisitions
Loading
Payments
· Admin Support
To
compile quotations
To
Compile/gather information for Tenders
• Reporting
Dailey
reporting to Management
Qualifications
and experience:
Degree/diploma
in commerce/Bookkeeping course
4 Years’
experience in this position or similar
Experience
working in Pastel
Valid driver’s
license (preferable but not essential)
Proficient in
Windows, Word, Excel, email and Data Capturing
Please send your CV via email ONLY to
vtshr01@gmail.com closing date: 30 May 2024.
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