Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant
Creates and maintains work instructions. 2. Administration, Systems, and Reporting: Ensures integrity Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
Creates and maintains work instructions. 2. Administration, Systems, and Reporting: Ensures integrity Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
within the Business field. Customer Relationship Management experience essential. Sales experience essential