Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
requirements.
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
required, to ensure a high standard of client service is delivered at all times.
Key duties
legislation, accurately and in accordance with the Service Level Agreements.
Administration Consultant: Gameedah Stemmet - Dante Personnel Cape Town Apply via our website www.dantesa.co
communication strategy with Trustees/ExCom/Owners/other Personnel Communication with all role players (Contract
communication strategy with Trustees/ExCom/Owners/other Personnel Communication with all role players (Contract
and supporting month-end and year-end closing activities. Successful candidates will contribute to process
and supporting month-end and year-end closing activities. Successful candidates will contribute to process
specifications and provide support during migration activities.
Requirements