returns Responsible for the management of stock, Availability of stock Management of stock enquirers Assistance
office:
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
onto the Propdata System Managing and updating of listings on all websites Managing the marketing of listings housekeeping, buying of essential office items Managing petty cash Helping agents canvass for potential
Secretary to assist the Trade Mark Director in the management of her practice and to ensure that clients’ work Correspondence with clients File management and administration Diary and meeting management Trademark searches and
processing sales orders, preparing quotes, and managing customer inquiries. Responsibilities: Provide preparing quotes, and managing customer inquiries. Assist with customer account management, including updating
processing sales orders, preparing quotes, and managing customer inquiries. Responsibilities: Provide preparing quotes, and managing customer inquiries. Assist with customer account management, including updating
research to ascertain market trends and needs.
onto the Propdata System Managing and updating of listings on all websites Managing the marketing of listings housekeeping, buying of essential office items Managing petty cash Helping agents canvass for potential