Process Implementation of recommendations Make changes to clients' investments as instructed Ensure agreed Advice Process General administration Prepare and coordinate review documentation including; financial planning
Process Implementation of recommendations Make changes to clients' investments as instructed Ensure agreed Advice Process General administration Prepare and coordinate review documentation including; financial planning
Review of planned legislative changes, and make recommendations of changes required in risk control and procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures and recommendations of system changes required o FSP license changes as needed • Compliance monitoring:
Review of planned legislative changes, and make recommendations of changes required in risk control and procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures and recommendations of system changes required o FSP license changes as needed • Compliance monitoring:
Review of planned legislative changes, and make recommendations of changes required in risk control and procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures and recommendations of system changes required o FSP license changes as needed • Compliance monitoring:
Review of planned legislative changes, and make recommendations of changes required in risk control and procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures and recommendations of system changes required o FSP license changes as needed • Compliance monitoring:
Review of planned legislative changes, and make recommendations of changes required in risk control and procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures and recommendations of system changes required o FSP license changes as needed • Compliance monitoring:
required • Participate in code review of merge requests from other developers • Maintain technical documentation
standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be required from time
standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be required from time