essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying, Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements payments for group schemes Ensure annual review appointments booked timeously and that the file is updated Advisor for overview and signature Draft After Appointment emails for adviser to approve Ensure returned
essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying, Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements payments for group schemes Ensure annual review appointments booked timeously and that the file is updated Advisor for overview and signature Draft After Appointment emails for adviser to approve Ensure returned
managing financial transactions, and acting as a liaison with key stakeholders to maintain transparency
Executive Education Company. The College seeks to appoint a dynamic and strategic individual whose leadership
Executive Education Company. The College seeks to appoint a dynamic and strategic individual whose leadership
prospecting in order to secure new clients. Set up appointments and meet with clients Analyse clients financial
prospecting in order to secure new clients. Set up appointments and meet with clients Analyse clients financial