, at an appropriate place (Business/ home / financial planner office). If possible this is with the financial planner present. We try... Job Responsibilities To be the client facing legal specialist of the estate department for the heirs and planner community nationally...
and Marketing Diploma/Certificate or equivalent 3 year Diploma. Proficient in Microsoft Outlook/Word/Excel/Powerpoint. Durban... onto schedule & communicate it to relevant planner. Maintain electronic and paper-based customer records and information...
in area of responsibility by considering exposures to business, financial, legal issues, people, equipment, material...
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