Undertook following duties respectively :
Personal Financial Advice : offering solution to financial planning, risk , investments , disability, life assurance, funeral cover, educational plan.
Bonds/Home loans - New bonds approvals, following up on bond registrations , tax clearance , utility bill payments, NHBRC certificates & Title Deed ( Both Sectional Title & Full Title).
Records Management - data capturing, filing, indexing , receiving and dispatch of bond documents.
Deceased Estates - liaison with attorneys, follow up on winding of the estate, liaison with the executrix, insurance claims on life cover.