ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation Preparation of recommendations Identify/obtain information necessary to compile clients' recommendation solutions to meet the clients' needs Prepare information/comparisons for analysis by FP Liaise with clients'
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation Preparation of recommendations Identify/obtain information necessary to compile clients' recommendation solutions to meet the clients' needs Prepare information/comparisons for analysis by FP Liaise with clients'
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with
estate lates) o Amendments to existing client information (investors, advisors, employers) § Validating
estate lates) o Amendments to existing client information (investors, advisors, employers) § Validating
Understanding of portfolio and instrument level information • Quick learner • Strong passion for investments
Understanding of portfolio and instrument level information • Quick learner • Strong passion for investments