guidance in the compliance risk areas (including new legislative changes and the impact thereof on the date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork Assist with upkeeping of the Competency register, New Business register, Complaints register and Conflict
guidance in the compliance risk areas (including new legislative changes and the impact thereof on the date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork Assist with upkeeping of the Competency register, New Business register, Complaints register and Conflict
Para-Planner with administrative tasks related to new and existing business, including long-term assurance calendar.
Updating registers for new business, cancellations, and training activities excellent service delivery.
Processing new business applications promptly, within 24 hours of
insurance products
3. Ability to assist with new business
4. Relevant qualifications and certifications
records
the clients targets Induction of new employees Verification of new employee documents as per the client
the clients targets Induction of new employees Verification of new employee documents as per the client
administration •Interpretation and data entry of new leases on MDA •Application form process and Lease •Credit checks and reviewing of tenants •Management of new leases and lease renewals •Pre-billing •Generating
administration •Interpretation and data entry of new leases on MDA •Application form process and Lease •Credit checks and reviewing of tenants •Management of new leases and lease renewals •Pre-billing •Generating
notices to vacate and new tenants taking occupation Sending Welcome Letters to new tenants Sending Vacating
notices to vacate and new tenants taking occupation Sending Welcome Letters to new tenants Sending Vacating