effective financial plan documents and/or risk management documents, in-line with the strategy as outlined with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information Handling of new application and quotations Diary management Reporting of new business statistics Preparation Planning Law / Financial Sciences or Investment Management or BCom (Economics) At least 1 - 5 year's relevant
effective financial plan documents and/or risk management documents, in-line with the strategy as outlined with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information Handling of new application and quotations Diary management Reporting of new business statistics Preparation Planning Law / Financial Sciences or Investment Management or BCom (Economics) At least 1 - 5 year's relevant
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
accounting principles. Ability to calculate, post and manage accounting figures and financial records. Ability
customer base - Strong knowledge of financial management and sales principles - Proficient in Microsoft