Actuary Smith Garb Ba Personnel Blue Oak Personnel Ndc Personnel Pro Personnel Objective Personnel Jobs in Somerset West | 74

... providers; Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business - ...

... propriately store/input and reference all client documentation within the document management system and administration system Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy. Record all client financial transactions, this includes ...

... property industry with migrating their data onto property specific software. Processing of financial data for migration purposes to in house client specific accounting system To interpret, process and analyze the Data Migration Provide Support and Training to clients. (Software training will be ...

... organizational and multitasking abilities.Problem-solving and decision-making skills.Strong attention to detail.Ability to work under pressure.Negotiating skills.Be available for cell phone queries and problem solving after hours. These jobs were popular with other job seekers#J-18808-Ljbffr ...

... organizational and multitasking abilities.Problem-solving and decision-making skills.Strong attention to detail.Ability to work under pressure.Negotiating skills.Be available for cell phone queries and problem solving after hours. These jobs were popular with other job seekers#J-18808-Ljbffr ...