industry Relevant qualification advantageous Skills: General Admin skills Good computer skills. Must have experience
determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
conduct verification checks Administration Address/assist Branch FICA queries Attends to adhoc administration
conduct verification checks Administration Address/assist Branch FICA queries Attends to adhoc administration
products/services Own proactive processes: host webinars, assist with the curation of valuable content for clients
products/services Own proactive processes: host webinars, assist with the curation of valuable content for clients