Collaborate with internal teams such as finance, admin and operations to ensure a cohesive approach to
ong>A) Quality Assurance, Admin
programmes to inform on practice. 6. General office admin and ad hoc tasks: Maintain general office administration
programmes to inform on practice. 6. General office admin and ad hoc tasks: Maintain general office administration
results in pro-active decision-making and action All admin requirements met and the CRM program is implemented currency of data on SAGE Ensure team members meet all admin requirements e.g. expense reports, business reviews
results in pro-active decision-making and action All admin requirements met and the CRM program is implemented currency of data on SAGE Ensure team members meet all admin requirements e.g. expense reports, business reviews
pro-active decision-making and action
service experience. - Always keeping our clients (FA, admin staff and Channel Partners) informed and in the support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital
service experience. - Always keeping our clients (FA, admin staff and Channel Partners) informed and in the support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital
of 4 years’ experience in a Life Servicing, Life Admin or Life Sales Role (must have
fundamental
Methodical in executing daily duties.