acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
organisation within the "financial services and wealth management industry" requires a Commissions Administrator (10%) Support the Centre with general office management tasks including reception and facilities Support the Company Monitor the central company e-mail accounts Receive, validate and process Investec CCM withdrawals new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration from client's for professional services) Query management - with product providers on queries (including
organisation within the "financial services and wealth management industry" requires a Commissions Administrator (10%) Support the Centre with general office management tasks including reception and facilities Support the Company Monitor the central company e-mail accounts Receive, validate and process Investec CCM withdrawals new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration from client's for professional services) Query management - with product providers on queries (including
license and own transport is essential Manage and nurture Key Accounts Develop new business External on site assist internal sales / office personnel and management in closing deals Communicate client specifications
license and own transport is essential Manage and nurture Key Accounts Develop new business External on site assist internal sales / office personnel and management in closing deals Communicate client specifications
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in
Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements