experienced administration assistant to join our client, a long-standing and well-established business third-party agencies. Regular liaison with team members. Booking travel when requested. This is a remote
and responding to appropriately Updating files Liaison with internal customers and stakeholders Key Skills/Attributes
Monthly bookkeeping, payroll clients and willing to travel to clients to do onsite work. Audit experience
results-oriented environment Must own a car for travel between store locations Previous experience in monitor progress and identify areas for improvement Travel Between Locations: Regularly visit different sites Requirements mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted selected by the client are verified. False info may disqualify or end employment via the client. Offer clarity:
Assisting with preparation of presentation Arranging travel arrangement, meetings and interviews. This role
competitor activities in market. – Must be willing to travel. A valid driver’s license and own vehicle are essential
of existing clients, including reviews of their portfolios in terms of company policy Client portfolio portfolio reviews: – Research performance of client portfolios and prepare reviews in accordance with company company policy and standards – Conduct client reviews and ensure that review reports are submitted in accordance accordance with company policy Servicing of existing clients: – Provide ongoing financial advice, in consultation consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market
Our client is looking for temporary office administrator to provide professional first line support to to clients and sales support and capture group new business policies. Requirements: ● Matric ● Recognized Experience in the Insurance Industry; ● 1 Year Client Services ● 1 years’ experience in data capturing
communications with clients are professional, resulting in compliments. Ensure client investigation deadlines deadlines are met and consultant keeps the client continually in the loop. Provision of an efficient administration
Managers Upsell and understand the client’s requirements Develop and grow client relationships Provide exceptional