ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective documentation per client • Co-ordinate and plan client events, including all logistics, invitations and venue faxing etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective documentation per client • Co-ordinate and plan client events, including all logistics, invitations and venue faxing etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
recommendations, and career advice. Attend industry events and conferences: Network with professionals in
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing
Replying to emails: Sending quotations and invoices assisting in marketing and admin work in quiet times. An
Replying emails. Sending quotation and invoices, assisting in marketing and admin work in quiet times. An
Assist with daily tasks. Maintain equipment inventory. Ensure equipment is maintained properly. Maintain
Provide student support. Handle administrative tasks. Assist learners/employees in understanding materials.
support.
Handle administrative tasks.
Assist learners/employees in understanding materials.
Prepare