Responsibilities: General administrative duties (typing, copying, scanning, correspondence, memos, letters, faxes
Responsibilities and expectations but not limited to: Write the copy for each product item that gets uploaded. This will
Responsibilities and expectations but not limited to: Write the copy for each product item that gets uploaded. This will
asset register. Keep copies of all policy records and contracts and ensure that copies are sent to clients
asset register. Keep copies of all policy records and contracts and ensure that copies are sent to clients
Writes new invoice number on document and retain copy for record purposes. Updates checks and charges
Writes new invoice number on document and retain copy for record purposes. Updates checks and charges
BDM or Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant
BDM or Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant
BDM or Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant