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Permanent
Senior Investment Administrator Braamfontein
Morebo Wealth Ltd
Braamfontein
Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or communication skills in English. Solid financial and business acumen. Basic conflict resolution skills. Target
share this job on whatsappSenior Practice Administrator Market Related
Morebo Wealth LtdBraamfontein
Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or communication skills in English. Solid financial and business acumen. Basic conflict resolution skills. Target
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