preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data check all proposals and application forms, submission of application forms to service providers / insurance
preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data check all proposals and application forms, submission of application forms to service providers / insurance
Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a systems i.e. Salesforce. A clear understanding of applicable Pension and Trust legislation and statutory reporting
all levels, both in writing and verbally Able to form relationships and influence decisions at all levels
touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to each one individually. Please accept your application as unsuccessful if you had no feedback within
written) Kindly note that by submitting your application for this career opportunity, you agree that Guardian Guardian Recruiting may use your application for the purpose of the recruitment and selection of the within a two-week period, please assume that your application was unsuccessful
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Kindly note that by submitting your application for this career opportunity, you agree that Guardian
Guardian Recruiting may use your application for the purpose of the recruitment and selection of the
within a two-week period, please assume that your application was unsuccessful
touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to each one individually. Please accept your application as unsuccessful if you had no feedback within
from us within 5 days, please accept that your application was unsuccessful
integrations and migrations of their financial web applications.
Requirements