and update if necessary all personal contact information for clients including the Medical Aid details
Collation of all clients related information (data discovery and fact find) and preparation
portfolios using Astute and / or product provider information.
Ensuring XPlan Policy Schedules are up
(XPlan & Outlook integration)
Address all technology issues experienced by the Financial Planning
KPIs
Full awareness and understanding of information available on NAV to support the Financial Planner
are/progress on each site. Using
the information to send on a weekly schedule (Monday morning) morning) on the teams movements
& Information of progress per site.
or
products and services, incorporating pricing information, technical specifications, and terms and conditions accurate and up-to-date records of customer information, sales activities, and order statuses using the
planning on the monthly overview Data capturing information, overseeing driver that effective routes are on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Follow us on Facebook Follow
position, please send your CV with the following information to oonajobswcp.co.za : A recent photo Your residential
position, please send your CV with the following information to oonajobswcp.co.za : A recent photo Your residential
their duties, responsibilities, and powers
members on their duties, responsibilities, and powers Inform the board of relevant laws Report non-compliance
visit our WEBSITE for more information. See links below.