ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing
Assist with daily tasks. Maintain equipment inventory. Ensure equipment is maintained properly. Maintain
Provide student support. Handle administrative tasks. Assist learners/employees in understanding materials.
support.
Handle administrative tasks.
Assist learners/employees in understanding materials.
Prepare
Assist with daily tasks. Maintain equipment inventory. Ensure equipment is maintained properly. Maintain
management. Assess and record learner attainment. Assist in managing learning resources and equipment. Monitor
compliance. Evaluate training effectiveness regularly. Assist learners requiring additional support. Prepare