documents, i.e. signed employee contracts, medical aid forms, etc. Assist with ensuring the signing and filing
documents, i.e. signed employee contracts, medical aid forms, etc. Assist with ensuring the signing and filing
booking trackers and the CRM system. Ensure interview forms are completed correctly and applications have valid
services all existing clients of the Company that form part of an allocated team. Attending to all existing
services all existing clients of the Company that form part of an allocated team. Attending to all existing
all existing private clients of the companny that form part of the Wealth Team's allocated client book
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that
servicing of all our existing private clients that form part of the Wealth Team's allocated client book
servicing of all our existing private clients that form part of the Wealth Team's allocated client book
all existing private clients of the companny that form part of the Wealth Team's allocated client book