meeting with
the client;
Insurers Following up on Job Cards on RMO System (in-house job card management programme Liaising with Contractors Trustees/ExCom Sending of communication through in-house systems (RMO), Portal, Outlook
Insurers Following up on Job Cards on RMO System (in-house job card management programme Liaising with Contractors Trustees/ExCom Sending of communication through in-house systems (RMO), Portal, Outlook
prior to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that letters and declines; General administration and In- House servicing/new business; Must attend all training
prior to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that letters and declines; General administration and In- House servicing/new business; Must attend all training
Timely creation of new load details onto the in-house software system. Minimum requirements for this position
times
organised and confident Bookkeeper to join their in - house Finance team, preparing the firm's accounts. Responsibilities
expenses Enter relevant financial data into in-house Accounting Software Maintain and update the asset expenses Enter relevant financial data into in-house Accounting Software Maintain and update the asset
Statement Processing, Bank Account Management, In House Bank and Cash Management, Payment Optimization,