compliance with legal requirements
/>Wealthcraft database to be kept updated
Calling for policy information
Excellent communications
Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
database to be kept updated and accurate records kept Calling for policy information Excellent communications
database to be kept updated and accurate records kept Calling for policy information Excellent communications
Answering the switchboard, transferring calls, and taking messages.
General typing.
Assisting
Answering the phone in a timely manner and directing calls to the correct department. Attending to visitors
Answering the phone in a timely manner and directing calls to the correct department. Attending to visitors
life / investment planning requirements.
Calling for policy information.
To assist where necessary