and risk management needs, product offerings available, and changes in product provider rates. Ensure customer documentation as required. Ensure the accurate production of all customer portfolio review documentation information Compile a summary of information Research product information Handling and solving of client enquiries
and risk management needs, product offerings available, and changes in product provider rates. Ensure customer documentation as required. Ensure the accurate production of all customer portfolio review documentation information Compile a summary of information Research product information Handling and solving of client enquiries
supplier invoices onto Quickbooks, reviewing production supplier invoices for accuracy/completeness, in preparing requisitions for payments; Ensure production invoices are accurately captured on Quick books