management.
Manage workflows on Everest, resolve queries on the system.
review.
Fund rules set up on Everest review , including risk policies, investment mandates
Renewal changes on admin, risk policies loaded on Everest.
Manage SARS queries.
Fund Implementations review on Everest.
Ebsphere issue log maintenance Section 13A), regulations and guidelines.
registration history, qualifications, certificates, pre-Everest employment agreement, production, payslips, current advice process (Everest advisory only) · SLA (Everest advisory only) · Record of advice (Everest advisory only) 'correct' historic risks) (Everest advisory only) · Investment application form (Everest Wealth only) · Quote Quote (repeat) (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and Breach policy (Everest Wealth only) · Pre-trade Compliance policy and procedures (Everest Wealth only;
registration history, qualifications, certificates, pre-Everest employment agreement, production, payslips, current advice process (Everest advisory only) · SLA (Everest advisory only) · Record of advice (Everest advisory only) 'correct' historic risks) (Everest advisory only) · Investment application form (Everest Wealth only) · Quote Quote (repeat) (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and Breach policy (Everest Wealth only) · Pre-trade Compliance policy and procedures (Everest Wealth only;
rules set up on Everest
maintaining accurate data on the admin system, Everest.
Performing reconciliations Section 13A), regulations and guidelines.
working with Kaseware. Prior experience working with Everest. APPLY NOW If you are interested in this opportunity
working with Kaseware. Prior experience working with Everest. APPLY NOW If you are interested in this opportunity
working with Kaseware. Prior experience working with Everest. APPLY NOW If you are interested in this opportunity
working with Kaseware. Prior experience working with Everest. APPLY NOW If you are interested in this opportunity