Description PMB based. This role would entail providing support to the Wealth Advisor who specialises investment houses / platforms. Duties would include: Provide administrative services to the Unit in support
similar operational and technical field Formal training in QMS tools ie. root cause analysis, trend analysis(SPC
for senior management Utilise business tools to provide insights to marketing and sales team Review sales
both new and existing clients. Customer Service: Provide exceptional customer service to ensure client satisfaction
documentation related to property transactions. Provide administrative support to conveyancing solicitors
both new and existing clients. Customer Service: Provide exceptional customer service to ensure client satisfaction