Quotations o Pricing Requests · Keeping sales consultants updated and informed of ETA's on orders when and managing of client orders. · Maintain sales consultant order spreadsheet and provide constant feedback feedback and communication to the sales consultant. · Prepare filing and ensure all paperwork and supporting
Quotations o Pricing Requests · Keeping sales consultants updated and informed of ETA's on orders when and managing of client orders. · Maintain sales consultant order spreadsheet and provide constant feedback feedback and communication to the sales consultant. · Prepare filing and ensure all paperwork and supporting
investment applications.
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &