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Senior Practice Administrator Market Related
Morebo Wealth Ltd
Braamfontein
Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution if > 10 clients. Follow-up on cases daily until accepted. Update follow-up notes on Elite Wealth. Send Basic problem solving at a logic level. Ability to make decisions within the job parameters. Customer service
share this job on whatsappSenior Practice Administrator Braamfontein
Morebo Wealth LtdBraamfontein
Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution if > 10 clients. Follow-up on cases daily until accepted. Update follow-up notes on Elite Wealth. Send Basic problem solving at a logic level. Ability to make decisions within the job parameters. Customer service
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