Paraplanner/Administration clerk - Life Insurance industry
View Job- Company Moureau & Associates - View more jobs
- Salary15000
- LocationEdenvale, Gauteng
- Job TypePermanent
Compliance checks, Filing and submission, Must be able to work with @Work, Microsoft Suite, Astute, Signing Hub.
New Business processing, Application Preparation, Client information/onboarding, In House servicing, taking full responsibility for all outstanding business and following up on a daily basis, Liaise with clients, check that the Consultant's diary is up to date and sufficient travelling time has been allocated.
Ensure that portfolio is then prepared and 100% correct using the Astute download.
Preparations of Buy and Sell Agreements, quotations, documentation and assistance with the presentation...
More than 30 days ago from: jobslin.com
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