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 advisory record keeping as per applicable financial services legislation, ensuring that all investment and
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members
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 advisory record keeping as per applicable financial services legislation, ensuring that all investment and
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
Senior Accountant sought for financial services industry (office based position) Full function accounting
of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •