Clerk Semana G Adventures Inc The Estée Lauder Companies Inc. Jobs in Umhlanga Rocks | 8

... the consulting team. The successful candidate will handle basic client queries and complaints. Liaise with other internal departments, clients and third party service providers like insurers&investment companies. Skills: Microsoft Office: Outlook, Word, Excel, PowerPoint, Teams Typing skills ...

... income. Achieve/Exceed targets consistently. Provide feedback to line management when requested. Attend all weekly and ad hoc team meetings. Adhere to all quality standards and measures in place. Competencies: To actively source and grow your portfolio of clients Write a min of R13500 new ...

... their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be ...

... including document sending and follow ups Important relationships: Directors Financial Planners Managers Administrators Other professional advisors e.g. Attorneys and Accountants Clients Paraplanner Team Members Product providers Qualifications: Bachelor’s degree in finance, accounting, or ...

... the consulting team. The successful candidate will handle basic client queries and complaints.Liaise with other internal departments, clients and third party service providers like insurers & investment companies.Skills:Microsoft Office: Outlook, Word, Excel, PowerPoint, TeamsTyping ...