prior to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that letters and declines; General administration and In- House servicing/new business; Must attend all training
Processing
- Bank Account Management
- In House Bank and Cash Management
- Payment Optimization
Statement Processing - Bank Account Management - In House Bank and Cash Management - Payment Optimization
laptop allowance, generous study leave, extensive in-house/on-the-job training, and participation in webinars
delivery. They must also adhere to my client, in-house system, processes, and procedures.
Principal Accountabilities