Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Training Consultant for Financial Software (POS24092)
Somerset West
R cel proficiency intermediate
customers with integrations and migrations of their financial web applications.
Requirements<
subject
customers with integrations and migrations of their financial web applications.
Requirements<
subject
seamless contract execution, planning, and customer service. Your attention to detail, excellent communication customer service. Apply now and contribute to our mission of delivering top-quality services to our valued
and Afrikaans Able to work under pressure Basic Financial Understanding Reliable vehicle and valid drivers
and Afrikaans Able to work under pressure Basic Financial Understanding Reliable vehicle and valid drivers
packages
ground in training or education