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Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own efforts.Job Details
Attends to the above duties in respect of all death claims received on policies owned by SuperFund by:
Minimum qualifications / experience required
Other requirements / Competencies
Skills
Education
Matriculation Certificate (Matric)Closing Date
29 March 2024The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!
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Proud member of the Disability Confident employer scheme
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Are you a finance pro looking for your next challenge? We're seeking someone like you to join Coop's team!
As a Senior Sales and Service Advisor, you'll play a crucial role in ensuring our financial records are accurate and up-to-date, working closely with our Record to Report Manager.
Manchester City Centre
Hybrid- one day a week in the office
£12.05 per hour
Here's what you'll be doing:
What we're looking for:
Join us and take your finance career to the next level. Apply now and let's grow together!
Apply Today! If you're ready to make a positive impact and be part of a compassionate team, apply now! Join us in providing support and comfort to individuals and families during their most challenging times. At Rullion, we are committed to diversity and inclusion and welcome applications from candidates of all backgrounds.
About Rullion: Rullion Ltd has been securing exceptional candidates since 1978, providing talent consultancy services to diverse clients. As a family-owned business, we prioritize credibility, honesty, and building lasting relationships with both clients and candidates. Join us in making a difference, one heartfelt interaction at a time. Your journey starts here with Rullion.
Company Information: This contract vacancy is being advertised by Rullion Ltd. Ncoates
Rullion celebrates and supports diversity and is committed to ensuring equal opportunities for both employees and applicants.
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Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Takes ownership coordinating members of the client service team to address administration matters and completes necessary tasks to provide effective and superior client service. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships.
An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.
Bachelor’s degree and a minimum of 2 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience
Self-motivated
Proven verbal and written communication skills
Proven presentation skills
Proven organizational skills
Strong customer focus
Proficiency with personal computers
Experience maintaining high level of integrity and professionalism
Bachelor’s degree
Minimum of 3 years’ estates and trust experience
CTFA (Certified Trust and Financial Advisor) certification
Ability to read and interpret governing instruments related to account administration
Strong interpersonal skills
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Finance Administration & Logistics Management
Minimum Requirements
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· Engagement with surveyor to support investigations on accident damages
· Collate reports, evaluate and ascertain liabilities
· Assess, negotiate, and process claims
· Submit accident reports and liaise with insurance companies for comprehensive or 3rdparty claims
· Coordinate and managed paperwork and invoicing of repairs
· Ad hoc duties as assigned
Requirement
· Proficient in MS Office
· Strong communication skills
· Preferable with experience in motor claims, but not a must
· Able to work independently in a fast-paced environment
We regret only the shortlisted candidates will be notify.
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Application Deadline:
Address:
9021 W. Sahara Ave.Job Family Group:
Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
Qualifications:
Compensation and Benefits:
$87,500.00 - $125,000.00The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Proud member of the Disability Confident employer scheme
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