Job Opportunities at AVBOB South Africa

Description

• Evaluate and process broker applications within the department turnaround times and process any outstanding requirements and facilitate background checks.
• Update the application status on the systems and communicate application status with relevant stakeholders.
• Reconcile broker codes and ensure codes are allocated correctly, facilitate record keeping of all documentation and correspondence of broker.
• Evaluate, process request to broker contracts, compile an addendum and send for authorisation.
• Communicate any broker changes to all stakeholders to effect changes and file all documentation in brokers file once amendment is finalized.
• Generate termination and suspension letters to brokers not meeting the required standards and ensure that all brokers’ investigations are recorded and reported to management.
• Facilitate the annual Personal Service Provider status verification of contracted brokers to ensure compliance with Tax legislations and facilitate administration of BBB-EE.
• Investigate received broker request from business stakeholders, New Business and Complaints department.
• Request the broker issued business report and scrutinize for any alarming patterns that propels for investigation, compile and refer the preliminary investigation report to Forensic department for an in-depth investigation.
• Communicate the final forensic report to the broker and broker consultant, thereafter refer to the fit and proper committee for review.
• Provide administration support to brokers, external broker call centers, group schemes and benefits.
• Assist with department functions in case of a team members’ absenteeism and assist with branches enquiries.

Requirements

• Grade 12.
• Tertiary qualification
• RE1/RE5 will be a strong advantage
• Intermediate Computer Skills (Ms Office, Excel and E-mail)
• Extensive experience in providing administrative support
• Experience in coordinating projects will be an advantage
• Extensive knowledge of Financial Advisory and Intermediary Services Act & Regulations
• Ability to identify fraudulent/suspicious practices
• Excellent verbal and written communication skills.
• Good interpersonal skills to work with management and suppliers.
• Ability to pay attention to detail
• Ability to work under pressure and still be effective

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Description

• You will be working for a company that is over 100 years old with strong values, which are customer centric. In return for your services, you will be paid a competitive package, which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organization that values employee development and rewards excellent performance.
• Establish objectives for each engagement and conduct a preliminary assessment of the risks relevant to the activity under review.
• Develop work programmes to address the engagement objectives and consider the probability of significant errors, irregularities, non-compliance and other exposures.
• Identify engagement objectives that address risks, controls and governance processes agreed with the client
• Formulate a scope that is sufficient to satisfy the objectives of the engagement and include consideration of relevant systems records and personnel
• Identify internal controls to achieve the Group’s key initiatives and objectives. Controls can prevent loss of resources, including capital assets, inventory, proprietary information, and cash.
• Review the existing policies and procedures and/or circulars to verify that internal controls are adequate and effective, or working as intended in order to achieve the control objectives.
• Review existing Legislation/Regulation to ensure compliance with applicable laws.
• Identify and assess the risks that have direct bearing on the procedures in order to gather evidence in support of the audit opinion.
• Identify, analyse, evaluate and record information taking into account the risk assessment.
• Adjust outdated audit programs accordingly
• Compile a report on exceptions that are material, in the format as programmed in TeamMate.
• Follow-up on the report to determine if issues raised were resolved.

Requirements

• Three year’s tertiary qualification in Internal Auditing or Accounting.
• Minimum 2 to 3 years internal auditing experience. 
• Studying towards a CIA
• Experience in the Insurance or financial services industry.
• Intermediate level of proficiency relating to the MS Office Suite (in particular MS Word and PowerPoint). Advance MS Excel skills.
• Knowledge of TeamMate and Caseware IDEA software will be an advantage.
• Communication-listening, written and oral expression.
• Able to command and control meetings with auditee.
• Time management.
• Decision-making.
• Problem solving skills.
• Judgement and decision making.
• Must be able to work with minimum supervision.
• Auditing aptitude.
• Analytical.

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Description

• We are seeking a trustworthy Financial Accountant who works efficiently without sacrificing accuracy. 
• You will be expected to implement the required best practice accounting operational systems, monitor and maintain the integrity of the financial accounting function following sound accounting practices, company policy, business plans, programs, strategies formulated by Exco and legislative requirements under the guidance of the Manager Finance: Financial Services.
• You should have a firm grasp of accounting and financial practices and regulations and possess strong computer, verbal and written communication skills.
• You will be working for a new Company within a long-standing Group with strong values which are customer centric. In return for your services, you will be paid a competitive package, which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organisation that values employee development and rewards excellent performance.
• To monitor and maintain the financial reporting systems and report on all financial activities and on variances between budgets.
• To monitor and maintain financial administration systems and implement internal controls through the implementation of policies and procedures.
• To establish and maintain the budgeting system and assist in the monthly management accounts as well as in the annual financial statements and the related audit and quarterly reviews.
• Support and assist the Financial Manager in the management of the budget to control the departmental expenditure within agreed budget allocations.
• To support and assist the Financial Manager in supervising the human resources of the department and provide the required inputs, evaluations, and feedback to ensure the effective functioning of the team.

General and  Ad-hoc function

• Daily approval/release of loan advance batches from the Loan Management System (LMS) to recipients.
• Daily reconciliation of loan receipts received to update the LMS.
• Monthly reconciliation of the LMS system’s lending balances and income statement accounts with the general ledger.
• Daily reconciliation of current, disbursement and collections bank accounts.
• Daily cashflow monitoring and supporting the Financial Manager in determining the daily, weekly and monthly cashflow projection/requirements. 
• Daily approval of suppliers loaded onto the Creditor Management System (CMS) including changes to banking details of existing suppliers.
• Approval of daily departmental invoices and payments as well as the release of funds on a daily basis on the Electronic Funds Transfer (EFT) and other platforms.
• Weekly follow up on all unapproved invoices and payments with all relevant departments

Assist to manage the Financial service team by:

• Managing the provision and execution of
• Customer service.
• Data capturing
• Requirements
• Matric.
• 3-year degree in Accounting, ie B.Com and/or BCompt (Accounting) preferable or B. Tech (Administrative Management Financial).
• At least 2 years relevant financial experience after the completion of articles signed off by SAICA / SAIPA.
• Sufficient supervisory experience.

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Description
RESPONSIBILITIES  INCLUDE:

• Recruit  up to eight high  quality insurance representatives in line with the business requirements
• Ensure  that  appointed  representatives  are  adequately  trained
• Manage  the eight insurance  representatives  optimally
• Ensure  that  the  set  insurance  sales  targets  are  reached
• Ensure  and  monitor  compliance  with  respect  to  FAIS/FICA/LTIA  and  all  other  relevant  legislation
• Risk  management
• Develop  and  expand  markets

Requirements

QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

• Grade  12
• A  suitable  industry  entry  qualification  within  the  requirements  of  the  Financial  Services  Board
• Comply with FAIS legislation for registration as Fit and Proper individuals
• All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification 
• Clear ITC record
• Clear criminal record
• RE5  certificate
• RE1  will  be  an  advantage
• Valid driver’s  license,  own  reliable  transport  and  cell  phone

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• Proven  success  in  the  Marketing  of  Life  Assurance  for  at  least  three  years

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Description

• Marketing of Funeral Insurance, Savings Plans and related products
• Recruit funerals for the Funeral Division

Requirements

• Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
• Comply with FAIS legislation for registration as Fit and Proper individuals:
• Applicants who entered the industry as follows:
• From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
• From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
• All those appointed in the industry from the year 2010 onwards require a full FAIS recognized  qualification
• Clear ITC credit record
• Clear criminal record
• RE 5 will be an advantage
• Marketing experience