Jobs For Matriculants Training Provided Jobs in Braamfontein, Eastern Cape
Senior Practice Administrator Market Related NEW
Morebo Wealth Ltd
Braamfontein
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests investment data on Elite Wealth or send data to Provider if > 10 clients. Follow-up on cases daily until an upload is necessary. Pull statements from Providers when case is finalized. Add the benefits / investment Liberty vault. Request client statements from Providers and send “A” list clients their statements monthly
share this job on whatsappSenior Practice Administrator Braamfontein NEW
Morebo Wealth LtdBraamfontein
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests investment data on Elite Wealth or send data to Provider if > 10 clients. Follow-up on cases daily until an upload is necessary. Pull statements from Providers when case is finalized. Add the benefits / investment Liberty vault. Request client statements from Providers and send “A” list clients their statements monthly
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