proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
of funds. Authorise EFT's, debit orders, loading new suppliers and verification. Provide administrative
of funds. Authorise EFT's, debit orders, loading new suppliers and verification. Provide administrative
through the development, sharing and implementation of new ideas and involvement of colleagues and staff. Participate
through the development, sharing and implementation of new ideas and involvement of colleagues and staff. Participate
withdrawals for clients daily. Assist with the opening of new accounts in line with business processes daily. 2