servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
outgoing candidate to assist the Office Manager. In this position, you will assist with a variety of clerical
outgoing candidate to assist the Office Manager. In this position, you will assist with a variety of clerical
servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
knowledge. - Basic understanding of legislative and compliance processes. WEST RAND RESIDENTS Other requirements Production to achieve project objectives. - Regulatory Compliance : Familiarity with industry-specific standards
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters
Generally Accepted Accounting Principles (GAAP). • Assist with month-end closing procedures, including reconciliation