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 advisory record keeping as per applicable financial services legislation, ensuring that all investment and
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 advisory record keeping as per applicable financial services legislation, ensuring that all investment and
Excellent opportunity with highly reputable financial services firm About the job: This new vacancy has been using Django Web Framework. The role includes assisting the team to replace some of their core legacy
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
Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members
Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members