Integrity and assist with the conversion of this data to be imported into Pastel; Assist with Pastel setup and processing; Assist in drafting and finalising the various positioning papers; Assist in various automation
responsible for proactively and constructively assisting the Clientèle Group (“Group”) in managing its 2nd line (e.g., business, risk team, legal team); Assist in filing regulatory reports to the respective
responsible for proactively and constructively assisting the Clientèle Group (“Group”) in managing its 2nd line (e.g., business, risk team, legal team); Assist in filing regulatory reports to the respective
plans; Manage assigned accounts by enforcing terms Assist clients to reconcile accounts and resolve client
plans; Manage assigned accounts by enforcing terms Assist clients to reconcile accounts and resolve client
clients with professional telephonic advice and assistance. Must be able to advise policy-holders on general
clients with professional telephonic advice and assistance. Must be able to advise policy-holders on general