privileged information at all times
Discretion to be applied when handing out information
Any
manager
Ensure no personal or confidential information relating to staff / client to be to be telephonically
telephonically or personally to any person
Ensure no information regarding the Company financial status or client
/>Record keeping of moveable assets
Privileged information
Assist with basic filing
Arrange flower/gift
trainers and trainees are informed of the training and that all booking information corresponds.
is being addressed and requesting additional information if necessary. • Sourcing and evaluating options relevant system. • Ensuring clients frequent flyer information is captured and the benefits used where possible
is being addressed and requesting additional information if necessary. • Sourcing and evaluating options relevant system. • Ensuring clients frequent flyer information is captured and the benefits used where possible
appointment diary – Coordinating the flow of information both internally and externally – Updating and such as mailing lists, contact lists and client information – Occasional reception duties – Ad-hoc duties
presentations and letters
Collation of all clients related information (data discovery and fact find) and preparation
portfolios using Astute and / or product provider information.
Ensuring XPlan Policy Schedules are up
(XPlan & Outlook integration)
Address all technology issues experienced by the Financial Planning
KPIs
Full awareness and understanding of information available on NAV to support the Financial Planner
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planner
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planner
(Protection of Personal Information Act, 2013) compliant, all personal information is protected according Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI you have any concerns regarding your Personal Information and our compliance towards the legislation, you