KORUNA ASSIST BACK OFFICE SOLUTION INC

₱ 20000

Samar Loop, Cebu City, Cebu, Philippines Job Category

Accountant / Banker / Analyst

Assist to Mortgage Brokers or Financial Planners in Australia
General Admin
Setup client files
Online research
CRM Data Entry
Add client data to the software or apply online data entry & upload of supporting documents
Prepare forms, documents, templates, etc. for client meetings
Completion of Client Details through client follow-up if incomplete or summarize client details
Update Clients with further information/documentation required (if applicable)
Prepare portfolio reports, inquiry forms and research, and product comparison reports. This requires emails, phoning and get specific client portfolio information.
Prepare insurance premium estimates and quotes using specific software
Prepare, submit and follow-up application forms
Ad hoc admin tasks

Date Posted

02-27-2020