filing system Answers and operates telephones Assists with the drafting of presentations and letters
allocated to the correct files Distribute files and assist case openers with correspondence emanating from
investment portfolio. In the event you are unable to assist, or the client needs to physically see the Sales
investment portfolio. In the event you are unable to assist, or the client needs to physically see the Sales
experienced and driven Document Controller to assist in driving the accurate, timeous processing of
market for best prices (benchmarking)
client files and filing necessary documentation. • Assisting with client credit card reconciliation. • Offering
client files and filing necessary documentation. • Assisting with client credit card reconciliation. • Offering
double bookings as and when they arise.