follow-ups for outstanding documentation, underwriting new business (Commercial and Domestic), renewals, finalising Broker, updating Flexi docs, Flexi notes, updating new policies and renewals, using the full function of
follow-ups for outstanding documentation, underwriting new business (Commercial and Domestic), renewals, finalising Broker, updating Flexi docs, Flexi notes, updating new policies and renewals, using the full function of
Invoice and Admin clerk for the New and Used car department
Du
years experience as vehicle invoice/admin clerk for new or used vehicles
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
responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant parties decision makers and stakeholders, in particular New Business and Enquiries and acting as a conduit between analysis of business flows, account activity including new accounts (TOB), trends, target versus actual levels /> Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts
to assist in various operations matters such as: New Site Implementations; Supervising Oil Spill Clean the administration for operations. New Clients/Business Source new clients from the Website, Google, Word Word of mouth etc Set appointments to meet the new clients. Assess the clients waste management requirements Complete the proposals for new clients. Present the proposals to the new clients. Meet the revenue targets targets set Do the quotations for new clients/projects and submit to the clients.
to assist in various operations matters such as: New Site Implementations; Supervising Oil Spill Clean the administration for operations. New Clients/Business Source new clients from the Website, Google, Word Word of mouth etc Set appointments to meet the new clients. Assess the clients waste management requirements Complete the proposals for new clients. Present the proposals to the new clients. Meet the revenue targets targets set Do the quotations for new clients/projects and submit to the clients.
to assist in various operations matters such as: New Site Implementations; Supervising Oil Spill Clean administration for operations. New Clients/Business
Source new clients from the Website, Google etc
Set appointments to meet the new clients.
Assess the clients waste e the proposals for new clients.
Present the proposals to the new clients.
Meet targets set
Do the quotations for new clients/projects and submit to the clients.
office equipment for new starters.