Role:
We are looking for a dynamic Back Office Support Administrator to join our dedicated team. This
maintaining our high standards of service and supporting our sales and operations.
Daily
and private clients and handle general customer support.
Role:
We are looking for a dynamic Back Office Support Administrator to join our dedicated team. This
maintaining our high standards of service and supporting our sales and operations.
Daily
and private clients and handle general customer support.
required : Life cover and investments Relevant tertiary education or courses. The PA supports the Financial administrative, operations and client services support to the Financial Planner and is the liaison person insurance business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planner and his / her fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align
required : Life cover and investments Relevant tertiary education or courses. The PA supports the Financial administrative, operations and client services support to the Financial Planner and is the liaison person insurance business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planner and his / her fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align
financial services / insurance industry is required : Life cover and investments
Relevant tertiary education
education or courses.
The PA supports the Financial Planner in providing the required levels
administrative, operations and client services support to the Financial Planner and is the liaison person
insurance business application(s), together with supporting documentation to relevant PPs.
Monitoring
/>Providing an ongoing service and maintenance support function to the Financial Planner and his / her
   :          Insurance
BASIC SALARYÂ Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â
Maintain a tidy and inviting reception area and answer basic queries. Manage schedules and appointments: Schedule
Maintain a tidy and inviting reception area and answer basic queries. Manage schedules and appointments: Schedule
professional personality to interact with clients and support the sales team is essential. Own vehicle is required professional manner Dealing with customer queries and support any additional requirements Updating inhouse customer
professional personality to interact with clients and support the sales team is essential. Own vehicle is required professional manner Dealing with customer queries and support any additional requirements Updating inhouse customer