driver's license Ability to adhere to and execute instructions. Analytical skills and attention to detail.
switch, top-up, and transfer instructions Submit approved investor instructions to outsourced administrator
switch, top-up, and transfer instructions Submit approved investor instructions to outsourced administrator
amendments are noted on billing (The amendment instructions will come from the employer – this could be hdrawals
as per instructions received. Amendment instructions to financial institute/s as per instructions received
as per instructions received. Amendment instructions to financial institute/s as per instructions received
client specific queries and implementation of instructions. Resolve and manage admin related queries or proposal documents based on the Wealth Manager instruction and recommendations. Compile a financial needs based on Wealth Manager recommendations and instructions. Essential requirements: Commerce or financial
client specific queries and implementation of instructions. Resolve and manage admin related queries or proposal documents based on the Wealth Manager instruction and recommendations. Compile a financial needs based on Wealth Manager recommendations and instructions. Essential requirements: Commerce or financial
insured values, etc – Process and Implement instructions from clients in respect of: Switches, Repurchases proposals for, and implementation of new business instructions from clients in association with relevant Wealth
progress made
Application Instruction:
Email: CV and a cover photograph