To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
Beneficial Ownership. General Office Administration. Answering telephones and assisting clients with queries.
compliance officers of matters relating to the completion of returns and tax administration · Assisting compliance
compliance officers of matters relating to the completion of returns and tax administration · Assisting compliance
experience
General Office Administration and recordkeeping
Experience in assisting with a small payroll
Minimum requirements:
compliance officers of matters relating to the completion of returns and tax administration. Assisting compliance
officers of matters relating to the completion of returns and tax administration.
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and