servicing of all our existing private clients that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed
servicing of all our existing private clients that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed
all existing private clients of the companny that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that reviews Checking of all deal packs and will applications to ensure that they are completed correctly
overtime when operationally required. Travelling forms a major part of this role. Travel on projects two
to complete their SAICA Training Contracts which forms a significant part of the Chartered Accountant (SA)
regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly