compliance with company policies and procedures. Banking: Manage all receipting of payments and perform Administration. Audit and report on all receipting and banking activities to track income generated and ensure
clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for you at the advisors • Active case/pipeline management • Provide first time resolution where appropriate, alternatively contact centre schedules and protocols • Provide first time client contact resolution where possible Who'll
clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for you at the advisors • Active case/pipeline management • Provide first time resolution where appropriate, alternatively contact centre schedules and protocols • Provide first time client contact resolution where possible Who'll
clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for you at the
clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for you at the