on quoting and booking confirmations and 40% on admin, general office related matters and operations)
on quoting and booking confirmations and 40% on admin, general office related matters and operations)
of 4 years’ experience in a Life Servicing, Life Admin or Life Sales Role (must have
fundamental
Methodical in executing daily duties.
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
Manage Team Comprising of: 8 Costing & Invoicing Clerks 3 Commercial Analyst Team Leadership and Development: mentoring a team consisting of costing & invoicing clerks and commercial analyst. This involves providing