renewed policies by the insurers Amendments - Capture all changes and cover requested by client and forward
enquiries and appropriate solution processing, capturing clients on internal system, diarizing correspondence
enquiries and appropriate solution processing, capturing clients on internal system, diarizing correspondence
satisfaction and gather referrals. Efficiently capture and file applications, ensuring accuracy and completeness
satisfaction and gather referrals. Efficiently capture and file applications, ensuring accuracy and completeness
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
Conduct research, develop reports; collate and analyse data where needed. Track the COO's tasks and projects
Conduct research, develop reports; collate and analyse data where needed. Track the COO's tasks and projects