understanding of clients needs Assisting clients with Pest Control and Washroom Hygiene solutions Closing deals Monitoring
clients needs
interviews with candidates
reconciliations
affairs of the training office and its clients confidential and not breach any codes of professional conduct Complete any timesheets; Complete any assessment documents timeously and correctly as prescribed in Regulation
Receiving and booking in of repairs at Counter The control of all job cards / machines entering and leaving / intelligent processing and filing of all documentation Monitoring and tracking all jobs to completion
implementation of administrative processes and controls in the Financial Planning practice(s) (including discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting
implementation of administrative processes and controls in the Financial Planning practice(s) (including discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting
Reception Duties Housekeeping/Refreshments Control Document Control Filing Compliance Administration Data
Reception Duties Housekeeping/Refreshments Control Document Control Filing Compliance Administration Data