Reference: PE002477-CV-1 Our client in the Automotive / Dealership industry, based in Uitenhage (38 kms from Port Elizabeth), is currently looking to employ an experienced Administrative Assistant. An exciting career opportunity awaits you Requirements: Driver's License essential. Matric qualificati
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive