Experience in Short term and long- term insurance with broker comms calculations will be an advantage. Team player
respective department /area or individual. Record messages legibly and forward them to the respective employee
experience in a Wealth Manager, Asset Manager, or Broker environment.
experience in a Wealth Manager, Asset Manager, or Broker environment. Demonstrated expertise in both buy-side
transfer calls
industry (BPO). Ultimately, you will ensure our brand message and tone are consistent across all online and offline
industry (BPO). Ultimately, you will ensure our brand message and tone are consistent across all online and offline
Filter and transfer calls Taking and communicating messages – MS Teams Personal Assistant to Financial Planners
Filter and transfer calls Taking and communicating messages – MS Teams Personal Assistant to Financial Planners
information as well as deliver a coherent and convincing message. Represent the Financial Services Department by