Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
monthly staff are done at head office
Compiling a payment list for head office to do the payments, expense
to):
the manufacturing industry and will report to the Head of Finance. The main deliverables include compiling
the manufacturing industry and will report to the Head of Finance. The main deliverables include compiling
objectives of the business in collaboration with the Head Client Coverage and is accountable for deal origination
adherence to budgetary constraints Collaborate with the Head of FCU to drive strategy execution, putting our
accounting principles
Computer literate, MS Office proficient, especially Excel
Sage Accounting
Risk Committee
(BARC) and Chief Executive Officer he/she will be responsible for the following:
- Acting as a key relationship officer in respect of the Auditor General.
- Report
reporting