on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s) Qualification and experience Bachelor of Commerce Degree Registered person exam (would be an advantage but not mandatory)
on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s) Qualification and experience Bachelor of Commerce Degree Registered person exam (would be an advantage but not mandatory)
Females
appointments and work-related activities. Do general office administration (including submission, collection sourcing and costing. Compile and maintain asset register. Generate, compile and process travel business digital and broadcast developments and trends Good general knowledge. Creativity and innovation. Proactive appointments and work-related activities. Do general office administration (including submission, collection sourcing and costing. Compile and maintain asset register. Generate, compile and process travel business
appointments and work-related activities. Do general office administration (including submission, collection sourcing and costing. Compile and maintain asset register. Generate, compile and process travel business digital and broadcast developments and trends Good general knowledge. Creativity and innovation. Proactive appointments and work-related activities. Do general office administration (including submission, collection sourcing and costing. Compile and maintain asset register. Generate, compile and process travel business
management plans Maintain control and training registers Maintain all site safety files PEOPLE MANAGEMENT material training is up to date ADMINISTRATION General filling of all documents received FINANCE Assist Basic Certificate Fire Prevention Certificate Registered as a Professional Construction Health Safety
Certificate
ADMINISTRATION
updates. Capturing of details onto the new business register and submitting new business applications. Run Submit all investment applications. Keep updated registers of all processes and procedures, including flow new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment to be kept updated, as well as the office asset register. Keep copies of all policy records and contracts duties for Brokers and Management. Assist with General Office duties, such as software back up and updates
updates. Capturing of details onto the new business register and submitting new business applications. Run Submit all investment applications. Keep updated registers of all processes and procedures, including flow new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment to be kept updated, as well as the office asset register. Keep copies of all policy records and contracts duties for Brokers and Management. Assist with General Office duties, such as software back up and updates