clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome the culture and principles of TCF – treating customers fairly Comply with Group and Industry regulatory
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome the culture and principles of TCF – treating customers fairly Comply with Group and Industry regulatory
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in
business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance of
business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance of
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in
Company. To assist the director and financial advisors with the investment planning processes and services quality and efficient professional end-to-end customer services and related processes. Maintain and enhance various platforms. Process and execute financial advisor and client instructions whilst adhering to operational
agricultural customers by providing proactive grain marketing strategies that consider customer needs, profitability agricultural advisors, credit agricultural department, and farmers associations to optimize the customer's grain grain marketing strategy. Advise customers on the risks associated with grain marketing strategies. Implement Management: Market new and existing products to customers. Ensure the profitability and retention of each call programs to optimize sales efforts. Manage customer relationships and execute trades on their behalf
agricultural customers by providing proactive grain marketing strategies that consider customer needs, profitability agricultural advisors, credit agricultural department, and farmers associations to optimize the customer's grain grain marketing strategy. Advise customers on the risks associated with grain marketing strategies. Implement Management: Market new and existing products to customers. Ensure the profitability and retention of each call programs to optimize sales efforts. Manage customer relationships and execute trades on their behalf