Telephonic reviews & assisting Advisors with general client reviews internal & external if necessary) further that the Compliance is completed correctly GENERAL ADMIN Creating and following up of TASKS & Proper Training as per Board notice 190 (2017) General admin – In house servicing – Upgrades and downgrades
Telephonic reviews & assisting Advisors with general client reviews internal & external if necessary) further that the Compliance is completed correctly GENERAL ADMIN Creating and following up of TASKS & Proper Training as per Board notice 190 (2017) General admin – In house servicing – Upgrades and downgrades
receipt and payment journal, bank reconciliation General journals Balance Sheet Asset Asset registers - on E-filing Verification and reconciliation of General Ledger Accounts Liabilities Additions to long term and accruals Verification and reconciliation of General Ledger Accounts Shareholders Loan Accounts Verification
interaction Customer service Dairy management General Administration Office management Ensuring, arranging
interaction Customer service Dairy management General Administration Office management Ensuring, arranging
clients for counter-offer letters and declines; General administration and In- House servicing/new business;
clients for counter-offer letters and declines; General administration and In- House servicing/new business;
tasks that vary from company to company, but in general perspective, they include the following: Service
tasks that vary from company to company, but in general perspective, they include the following: Service