• Scan and file all Qc Check sheets daily. • Printing of QC check sheets • Monitor and update internal production Schedule daily. • Monitor Dispatch schedule and ensure that the items has been QC inspected. • Monitor QC inspector's daily performance against the schedule and communicate any
• Scan and file all Qc Check sheets daily. • Printing of QC check sheets • Monitor and update internal production Schedule daily. • Monitor Dispatch schedule and ensure that the items has been QC inspected. • Monitor QC inspector's daily performance against the schedule and communicate any
and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling
and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one
will assist with a variety of clerical and administrative duties. These tasks will include, but are not clerical tasks Ad hoc administrative tasks Min Matric Previous administrative or clerical experience
will assist with a variety of clerical and administrative duties. These tasks will include, but are not clerical tasks Ad hoc administrative tasks Min Matric Previous administrative or clerical experience
market research and analysis to identify potential clients, understand their requirements, and tailor solutions the unique value proposition of our products and services. Utilize strong communication and interpersonal for improvement. Client Relationship Management : Demonstrate proficiency in client relationship management management, both with corporate clients and individual stakeholders. Build and maintain long-term customer through effective communication and personalized service. Project Management : Possess strong project management
market research and analysis to identify potential clients, understand their requirements, and tailor solutions the unique value proposition of our products and services. Utilize strong communication and interpersonal for improvement. Client Relationship Management : Demonstrate proficiency in client relationship management management, both with corporate clients and individual stakeholders. Build and maintain long-term customer through effective communication and personalized service. Project Management : Possess strong project management