processes
First point of contact for clients, intermediaries, and colleagues in other jurisdictions
Build relationships with clients and intermediaries
Any other ad hoc administrative tasks
/>Direct communications with external parties and intermediaries
Organizational skills and ability to coordinate
understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence
of intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary appointment
stakeholders (Members, Providers, Employer groups, Intermediaries, Schemes). Personalised clinical servicing
employer's electronic communication to clients and intermediaries
of intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary appointment
Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment
Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment
Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment
Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment