Our client is seeking an experienced Estate Assistant / Administrator to join the Port Elizabeth team Following up on correspondence with regards to Estate and Trust matters · Reporting matters to the ombudsman Uploading documents to SARS with regards to the Estates · Assisting and drafting payment requests · Assisting drafting documents to transfer a Motor Vehicle from an Estate · Assisting and drafting of documents to register documents · Assisting in drafting of Wills and Estate Documents · Grade 12 · Diploma / Degree in Law
Our client is seeking an experienced Estate Assistant / Administrator to join the Port Elizabeth team Following up on correspondence with regards to Estate and Trust matters · Reporting matters to the ombudsman Uploading documents to SARS with regards to the Estates · Assisting and drafting payment requests · Assisting drafting documents to transfer a Motor Vehicle from an Estate · Assisting and drafting of documents to register documents · Assisting in drafting of Wills and Estate Documents · Grade 12 · Diploma / Degree in Law
financial futures and protection of assets and estate. Provide pro-active, on demand financial service
financial futures and protection of assets and estate. Provide pro-active, on demand financial service
advice Sign up a minimum of 5 active lead referral agents Complete weekly reports that reflect leads, quotes (continuous professional development) points Call center agents not preferred unless they have a minimum of 5 years'
advice Sign up a minimum of 5 active lead referral agents Complete weekly reports that reflect leads, quotes (continuous professional development) points Call center agents not preferred unless they have a minimum of 5 years'
Promote the company and Ownership: Train sales agents/bookers on effectively promoting the benefits and rates, and flexible vacation options. Provide sales agents/bookers with marketing materials, including brochures