Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Operations (RISO) Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected to perform role in one of these channels, but all Call Centre Agents -Service Specialists are appointed to perform work
Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Operations (RISO) Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected to perform role in one of these channels, but all Call Centre Agents -Service Specialists are appointed to perform work
resolve related queries Processing of all monthly rental invoices and recon thereof Creating bank templates reconciliations Month-end processing of Sales, Cost of sales, and Petty cash journals for all corporate
Provide sound advice on Investments, Wealth and Estate planning. Maintain an internationally recognised financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification
Provide sound advice on Investments, Wealth and Estate planning. Maintain an internationally recognised financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification
management Sundry Debtors reconciliation Doctor loans /rental Monthly Petty cash submission Capex WIP reconciliations
management Sundry Debtors reconciliation Doctor loans /rental Monthly Petty cash submission Capex WIP reconciliations
y Debtors reconciliation
Companies, CCs, Trusts and Partnerships as clients. Estates, Advanced Tax and International Tax are also dealt
investment strategies, retirement planning, and estate planning Educate clients on insurance policies