As an Estate Consultant, you are the human element in the Estate Administration process. This means that and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during process – telephone discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter
As an Estate Consultant, you are the human element in the Estate Administration process. This means that and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during process – telephone discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter