Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
customer service skills • Data capturing REMUNERATION Basic salary, with commission (extensive commission structure)
customer service skills • Data capturing REMUNERATION Basic salary, with commission (extensive commission structure)
annual financial statements and reports on Caseware •Assist with budget preparation and forecasting •Maintain EMP returns and handle tax queries independently •Assist with audits and other financial reporting requirements
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact assigned CRM tasks for support calls customers. • Assist with outbound calling tasks as and when required/requested
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact assigned CRM tasks for support calls customers. • Assist with outbound calling tasks as and when required/requested