records • Prepare all necessary information for any audits (statutory, internal, tax, BEE, etc.) • Performs
checks, creating suitability reports andanswering any technical queries put forward by the client.
ongoing support and service to clients, addressing any questions or concerns. Review clients' insurance
ongoing support and service to clients, addressing any questions or concerns. Review clients' insurance
Manage Pastel debtors, addressing and resolving any debtor issues promptly. Sales and Pricing: Assist
accordance with the Act, as well as the processing of any further personal information requested by us in the
for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI
ACCPAC Run month-end trial balance to ascertain any provisions or accruals that need to be added Run
for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI
ongoing support and service to clients, addressing any questions or concerns. Review clients' insurance