JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to call service levels, customer satisfaction and
JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to call service levels, customer satisfaction and
client sites with support from Head Office. Assist in managing payroll outsourcing division. Must have own
Lodge Bookkeepers and lodge administrators Assist lodge managers/ Director with queries Prepare and review
they not at work
are implemented are working properly – Assist with and manage ad-hoc reporting – Assist with numerous
value
volume & value Assist the category demand team with: Sales reporting Margin management Recovery analysis analysis Assisting with external reporting documents and requirements Manage and analyse financial data using
reconciles to General ledger.
b)
gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical