requests for sign-off (based on duty and freight applicable to all products)
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc rules. Submission of new insurance business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc rules. Submission of new insurance business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc
Submission of new insurance business application(s), together with supporting documentation to
complete pre-population of PCS mandates and applications.
All instructions to PM and CRMs initiated
into xPlan (including relevant client file checklist(s)).
Ensure proper record keeping in line with
storage into XPlan.
Distribute communication(s) to clients as stipulated in the client management
is POPIA (Protection of Personal Information Act, 2013) compliant.
is POPIA (Protection of Personal Information Act, 2013) compliant.
Assist the external Data Managers with checking of forms/databases for missing and/or inconsistent data. complete your registration on Ditto Hire (our application tracking system) to enable and protect you as fully POPIA Compliant. Please take note that the applicants who do not adhere to the above criteria will respective position. The closing date for all applications: 21 June 2024 Wits Health Consortium will only weeks of the closing date can consider their applications to be unsuccessful. Please note: WHC, in accordance
Assist the external Data Managers with checking of forms/databases for missing and/or inconsistent data. complete your registration on Ditto Hire (our application tracking system) to enable and protect you as fully POPIA Compliant. Please take note that the applicants who do not adhere to the above criteria will respective position. The closing date for all applications: 21 June 2024 Wits Health Consortium will only weeks of the closing date can consider their applications to be unsuccessful. Please note: WHC, in accordance
Please
re-routes appointment/meetings on behalf of manager/s