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
Invoices and waybills. BEE Certificate - to get all documentation requested from BEEBIZ (Annual). Fuel register monthly for HR. Keep Record on Annual leave - All Branches. Keeping track on drivers PDP licences.
Invoices and waybills. BEE Certificate - to get all documentation requested from BEEBIZ (Annual). Fuel register monthly for HR. Keep Record on Annual leave - All Branches. Keeping track on drivers PDP licences.