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
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation