- Performs general clerical duties to support senior staff.
- Issues application forms, policy documents, reminders, claims forms and other standard documentation.
- Receives notice of changes to personal circumstances and updates files.
- Transfers information from application forms and other documentation to computerised records.
- Makes arrangements for financial advisers to visit clients and potential customers.
- Checks forms completed by clients and contacts clients to obtain additional information or to clarify details.
- Answers queries from clients and assists in interpreting and completing information requested on forms.