effective financial plan documents and/or risk management documents, in-line with the strategy as outlined market movement, as outlined in the sales and service process. Ensure report is accurate and that investment with changes in customer circumstances and risk management needs, product offerings available, and changes practices service model. Customer Service Team management Administration Client Relationship Management Gather Handling of new application and quotations Diary management Reporting of new business statistics Preparation
effective financial plan documents and/or risk management documents, in-line with the strategy as outlined market movement, as outlined in the sales and service process. Ensure report is accurate and that investment with changes in customer circumstances and risk management needs, product offerings available, and changes practices service model. Customer Service Team management Administration Client Relationship Management Gather Handling of new application and quotations Diary management Reporting of new business statistics Preparation
accurate sales records and reports - Provide customer service and support - Coordinate with the sales team to customer base - Strong knowledge of financial management and sales principles - Proficient in Microsoft
creative design agency based in Irene Pretoria, servicing various industries and clientele is looking for accounting and bookkeeping duties Prepare part of Management reports at the end of each month Additional bookkeeping functions that may be required from time to time by management QUALIFATIONS AND EXPERIENCE • National Senior