My client is urgently looking for a Claims Consultant to become part of their hard working and energetic team. Candidate must come from a Brokerage environment and must have 3-5 years Personal and Commercial Lines (Motor and Non-Motor) Candidate will be responsible for but not limited to: Registerin
Advisors with client administration. Purpose of the job is to provide administration and support to Advisors the on-boarding as well as fiduciary process ADMINISTRATION Prepare documentation for client & on-boarding meetings Load and update system Build bespoke Financial Analysis for prospects and clients Complete forms experience working in investment management, financial planning industries Must have excellent knowledge Glacier) Presentable Must be reporting to a Financial Advisor Experience working on Elite Wealth
My client is urgently looking for a Claims Consultant to become part of their hard working and energetic team. Candidate must come from a Brokerage environment and must have 3-5 years Personal and Commercial Lines (Motor and Non-Motor) Candidate will be responsible for but not limited to: Registerin
Advisors with client administration. Purpose of the job is to provide administration and support to Advisors the on-boarding as well as fiduciary process ADMINISTRATION Prepare documentation for client & on-boarding meetings Load and update system Build bespoke Financial Analysis for prospects and clients Complete forms experience working in investment management, financial planning industries Must have excellent knowledge Glacier) Presentable Must be reporting to a Financial Advisor Experience working on Elite Wealth