to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as submission of application forms to service providers / insurance companies; Follow-up all client transactions,
to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as submission of application forms to service providers / insurance companies; Follow-up all client transactions,
Responsibilities:
Record keeping of minutes books, rules, plans, insurance policies, etc. Meeting Services: Arranging trustee or their proxy and payment has been approved. Insurance Services: Assist the Board of Trustees in determining determining replacement values for insurance purposes and arranging for valuations, when necessary. Obtaining premiums. Arranging the insurance of buildings and improvements and any other insurance that the Governing Governing Body may require. Dealing with all insurance claims. Project Management: Communication between the contractor
requests, Insurance Claims, submitting quotes to Insurer, liaising with Assessors, Brokers, Insurers Following Communication with all role players (Contractors/Brokers/Insurers/Legal /Finance/Portfolio Managers/Management)
requests, Insurance Claims, submitting quotes to Insurer, liaising with Assessors, Brokers, Insurers Following Communication with all role players (Contractors/Brokers/Insurers/Legal /Finance/Portfolio Managers/Management)
international production standards, as well as after-sales parts and services available from their registered such as ordering stationery, IT, communications, insurance, vehicle licencing, training, supplier and customer
addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners
include: Directors External accountants/auditors/advisors Management Team members
degree in Accounting, Finance, or related field. Insurance/Medical Industry is beneficial Experience: Minimum