documentation required (compliance, new business, offshore, etc.) Ensure servicing of all clients (existing and new) investment, health, groups, etc. – new business, redemptions, queries, etc.) Interact with advisors and Employee benefits administration, servicing, queries, etc. – group risk, provident fund, medical aid, individual's year-end employer medical aid revisions, wellness days, etc. Assist with drawing up client electronic greeting greeting cards, holiday messages, birthday greeting, etc (sales and marketing) Maintain commission tracking
suppliers regarding any outstanding invoices, claims etc. Liaise with Store Admin Managers and Managers in
internal stakeholders to assess stock requirements, etc. Adhere to health and safety regulations. General
clients. Manage credit risk (insure debtor's book, etc.). Review tooling account. Continuous Improvement: