Daytodayyou'llprovideback-officesupporttoawiderteamandplayanintegralparttotheirclientservicedelivery.
Overviewoftherole;
* Communicateprofessionallywithclientsviaphone,email,andin-person.
* Respondtoclientinquiriesinatimelyandeffectivemanner.
* Managecalendarsforfinancialadvisors,bookingappointmentsandensuringefficientuseoftime.
* Administerfactfindsusingthecompany'sback-officesystem,ensuringaccurateandcompletedocumentation.
* Create,manage,andarchiveclientrecordsinaccordancewithdataprotectionregulations.
* Prepareandissuelettersofauthorityasrequired,ensuringcompliancewithregulatorystandards.
* Followupasneededtoconfirmreceiptandexecutionofletters.
Benefits;
* Abonuspaidouttwicethroughtheyear
* MembershipofHealthCashPlan
* GroupLifeassuranceof2*basicsalary
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