Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
standards. This role entails managing a team of clerks and analysts, refining costing and invoicing processes develop a team comprised of Costing & Invoicing Clerks and Commercial Analysts. Evaluate team structure
interpersonal and administrative skills.
General Competencies
• Ability to expeditiously
telephone etiquette
• Sales Orientated
• MS Office, E-mail, Internet
Note To
(Grade 12/National Senior Certificate)
would be beneficial
Business Central, alongside strong skills in Microsoft Office.