appointments with financial planners, Brokers, and Wealth managers. Building and maintaining strong relationships
forecasts. Reconcile general ledger and broker accounts regularly. Manage petty cash, vendor payments, and daily
forecasts. Reconcile general ledger and broker accounts regularly. Manage petty cash, vendor payments, and daily
withholding tax in Security/Custody.
>Work experience with Brokers Pre-requisite
Reference: CPT002530-AK-1 The underwriter is responsible for accepting liability and setting the appropriate premium pricing for the insurance policy. The underwriter would furthermore decline unfavorable risks in accordance with the prescribed underwriting guidelines and policy wording. Doing daily
Reference: CPT002530-AK-1 The underwriter is responsible for accepting liability and setting the appropriate premium pricing for the insurance policy. The underwriter would furthermore decline unfavorable risks in accordance with the prescribed underwriting guidelines and policy wording. Doing daily
across the various broker systems. This role will extend to processing and managing technical related
feedback to broker, paypoint and / or member Position Specific Outputs - Supporting Wellness Manager in managing