The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process all products • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum
The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process all products • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum
Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily />