that applications are
completed correctly) servicing and any other requirements;
new business and/or client servicing;
the client;
date and correct;
checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
requirements Audit the payroll information and take corrective actions to ensure 100% accuracy. Ensure the payroll internal customers with professional and friendly service. Accurately reconcile the payroll with the general
relevant documentation for credit note authorisation Correctly loading contracts Running month end reporting centres Cross charging inter-group companies correctly Must meet all deadlines as required by the role
documentation for credit note authorisation - Correctly loading contracts - Running month end reporting centres - Cross charging inter-group companies correctly - Must meet all deadlines as required by the role
timelines and to the correct level of quality and performance to enable client services, satisfaction and
Credits
client servicing. Checking that the Record of Advice (ROA) and another
and further that the Compliance is completed correctly
GENERAL ADMIN
clearances. Ensuring all documents are available for correct customs clearance and submitting entries to Customs Operational staff and vice Versa. Issue Vouchers of Correction if required. Attending to stopped or detained State Vet and NRCS Releases. Ensuring that the correct tariff headings and/or duties are applied Qualification:
clearances. Ensuring all documents are available for correct customs clearance and submitting entries to Customs Operational staff and vice Versa. Issue Vouchers of Correction if required. Attending to stopped or detained State Vet and NRCS Releases. Ensuring that the correct tariff headings and/or duties are applied Qualification: