office. This role is responsible for administrative support for the Financial/Investment Advisors within the 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 Liaison with internal investment administration and support departments • Collation of all client monthly and and client co-ordination •General secretarial support: typing, filing, faxing etc. of client correspondence
office. This role is responsible for administrative support for the Financial/Investment Advisors within the 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 Liaison with internal investment administration and support departments • Collation of all client monthly and and client co-ordination •General secretarial support: typing, filing, faxing etc. of client correspondence
office. This role is responsible for compliance support and implementation of risk and compliance policies procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and recommendations knowledge and general development. • Back up support for colleagues, as required. Key requirements for
office. This role is responsible for compliance support and implementation of risk and compliance policies procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and recommendations knowledge and general development. • Back up support for colleagues, as required. Key requirements for
office. This role is responsible for compliance support and implementation of risk and compliance policies procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and recommendations knowledge and general development. • Back up support for colleagues, as required. Key requirements for
office. This role is responsible for compliance support and implementation of risk and compliance policies procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and recommendations knowledge and general development. • Back up support for colleagues, as required. Key requirements for
office. This role is responsible for compliance support and implementation of risk and compliance policies procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and recommendations knowledge and general development. • Back up support for colleagues, as required. Key requirements for
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently to meet with our service delivery standards. § Support fellow team members and Team Coordinator. § Add
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently to meet with our service delivery standards. § Support fellow team members and Team Coordinator. § Add
members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios • Providing these portfolios on an ongoing basis. • Provide support to the Portfolio Management team • Generation, members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios • Providing these portfolios on an ongoing basis. • Provide support to the Portfolio Management team Key competencies