processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
invoices and statements according to deadlines Checking the data to ensure accuracy of the invoices Fixing
finishes, etc). The individual must be able to check and write project specific specifications. The individual
finishes, etc). The individual must be able to check and write project specific specifications. The individual
people with the right companies, in the right roles. Check out the e-Merge IT website www.e-merge.co.za for
Specialists with the right companies in the right roles. Check out the e-Merge website www.e-merge.co.za for more
invoices and statements according to deadlines Checking the data to ensure accuracy of the invoices Fixing
invoices and statements according to deadlines Checking the data to ensure accuracy of the invoices Fixing