built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
Insurance systems. • Work experience with a policy admin system preferably one of those offered by one of
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
optimal cost management
- Mentor finance and admin teams to ensure streamlined processes
- Oversee
departments. Follow up with stock/overcharge credit clerks to ensure timely handling of claims and processing
departments. Follow up with stock/overcharge credit clerks to ensure timely handling of claims and processing
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your