ordering stock local and international
Assist with product imports administration
Update / Recordkeeping
cost to GL accounts and divisions.
communications Finance: Programme cost management Assist with production and distribution of campaign marketing
Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers
regional requirements; Assist with profiling the client with the best suitable product and underwriting criteria;
regional requirements; Assist with profiling the client with the best suitable product and underwriting criteria;
Client Advice Records
training on Client Advice Records Assisting terms of business with various Product Providers Assisting re-allocation
training on Client Advice Records Assisting terms of business with various Product Providers Assisting re-allocation
expertise