Book and prepare review client files. Make sure all reviews are complete and monthly review targets met with all outstanding matters. Submit all investment applications. Keep updated registers of all processes it is current, correct and updated. Ensure that all documents, corporate files and filing are always General Servicing - Amendments and submitting of all investment applications. Liaise with Broker consultants attorneys, business bankers & medical professionals. All business document templates to be kept updated, as
Book and prepare review client files. Make sure all reviews are complete and monthly review targets met with all outstanding matters. Submit all investment applications. Keep updated registers of all processes it is current, correct and updated. Ensure that all documents, corporate files and filing are always General Servicing - Amendments and submitting of all investment applications. Liaise with Broker consultants attorneys, business bankers & medical professionals. All business document templates to be kept updated, as
expectations but not limited to: To ensure that all Administration related functions are performed as recording, issuing, circulating and/or filing off all these records. Office management, reception duties Reporting, administration, follow-up and resolution of all IOD claims. Absenteeism reports. Responsible for out. Ensuring Personnel files are secured and that all information is confidential. Claims and withdrawals
Receiving of relevant income and banking of same. Manage all courier deliveries. General admin, e.g. filing, spreadsheets
Receiving of relevant income and banking of same. Manage all courier deliveries. General admin, e.g. filing, spreadsheets
within own operating area. Promotes compliance with all relevant regulations and procedures to prevent fruitless
within own operating area. Promotes compliance with all relevant regulations and procedures to prevent fruitless