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Pre-compliance Specialist - Sandton
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Sandton
The Pre-Compliance Specialist will be responsible for understanding and executing the the compliance efficient and effective service delivery to clients. The Pre-Compliance Specialist will be responsible for the
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Catch RecruitBellville
of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative Portfolio Managers and CRM Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
Partner Assistant - Bellville
Catch RecruitBellville
of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative Portfolio Managers and CRM Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
Compliance Specialist Sandton
Catch RecruitSandton
The Pre-Compliance Specialist will be responsible for understanding and executing the the compliance efficient and effective service delivery to clients. The Pre-Compliance Specialist will be responsible for the
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