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
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
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
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
contact with IFA or client during this process. This person will need to be flexible, energetic, and trustworthy
contact with IFA or client during this process. This person will need to be flexible, energetic, and trustworthy
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation