administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
Senior Accountant sought for financial services industry (office based position) Full function accounting
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility
Purpose of job • Work in collaboration with more senior members of the team to offer meaningful analysis Purpose of job • Work in collaboration with more senior members of the team to offer meaningful analysis
Purpose of job • Work in collaboration with more senior members of the team to offer meaningful analysis Purpose of job • Work in collaboration with more senior members of the team to offer meaningful analysis