Assisting Financial Planner in all aspects of financial planning.
Preparing and maintaining new and existing client files
Request and store relevant policy schedules andd application forms
Provide real time feedback to the financial planner
Download and store policy contracts and ensure all documents, and requrements are completed
Document every call, email and follow up immediately […]
Proficient in MS Office
Strong administration and organizational skills
Strong Verbal and written communication skills
Confidentially is crutial - must uphold the highest standards of privacy and discretion