guidance in the compliance risk areas (including new legislative changes and the impact thereof on the date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork Assist with upkeeping of the Competency register, New Business register, Complaints register and Conflict
guidance in the compliance risk areas (including new legislative changes and the impact thereof on the date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork Assist with upkeeping of the Competency register, New Business register, Complaints register and Conflict
Para-Planner with administrative tasks related to new and existing business, including long-term assurance calendar.
Updating registers for new business, cancellations, and training activities excellent service delivery.
Processing new business applications promptly, within 24 hours of
insurance products
3. Ability to assist with new business
4. Relevant qualifications and certifications
records
Train staff on Gohighlevel CRM. 11. Set up employees new Gohighlevel CRM. 12. Work with Marketing, pertaining CRM. 13. Set up employees on Manatal. 14. Train new Employees on Manatal. Qualifications and Experiance: to changing priorities and willingness to take on new challenges. • Experience in the recruitment or human
Train staff on Gohighlevel CRM. 11. Set up employees new Gohighlevel CRM. 12. Work with Marketing, pertaining CRM. 13. Set up employees on Manatal. 14. Train new Employees on Manatal. Qualifications and Experiance: to changing priorities and willingness to take on new challenges. • Experience in the recruitment or human
with typing skills is required for this excellent new position. Some of your duties will include: – Providing
notices to vacate and new tenants taking occupation Sending Welcome Letters to new tenants Sending Vacating
notices to vacate and new tenants taking occupation Sending Welcome Letters to new tenants Sending Vacating
calls to existing clients. Make calls to potential new clients from provided business lists. Prepare and