Personal assistant to two independent financial advisers, one of whom is an IC (Independent Contractor) to Discovery.
My position consists of all administration involving the following:
Induction of portfolio analysis for clients, submission & tracking of all new business which consists of life, investment & medical aid applications, compliance, tracking dishonoured debit orders, policy cancellations, medical aid claims' submission & tracking, surrenders & maturities, provident & pension funds, data capturing, liaison with insurance companies, client liaison, handling management diaries, all preparation for meeting with clients, quotes preparation, following up processes & fiduciary services Will drafting.
N. Fouche Financial Services
From February 2009