INSURANCE/WEALTH MANAGEMENT ENVIRONMENT General administration Accurate typing and record keeping Assisting
INSURANCE/WEALTH MANAGEMENT ENVIRONMENT General administration Accurate typing and record keeping Assisting
clients, including trust administration. General administration practice management Compliance and data
clients, including trust administration. General administration practice management Compliance and data
clients
missing folders Handling telephonic enquires General administrative duties assisting reception staff. Capturing
personnel and logistical distributions.
and recording of payment allocations and general administration.
Qualificationsarrangements, itineraries, client service, and general administration