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Partner Assistant
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Durban North
supports the Financial Planning Partner(s) in providing the required levels of client services to our between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
supports the Financial Planning Partner(s) in providing the required levels of client services to our between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize
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