instructions processed in the platform system for quality, data integrity, accuracy, completeness and compliance comprehensive and quality responses. Support with providing information for annual client meetings, e.g. back and oversee accuracy of annual client portfolio data submitted to clients. Assist with SA and UK regulatory adequate, complete, valid and necessary records and provide timely weekly case update reports to advisers.
Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist
Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist Monitoring of transactions as per process guidelines • Provide answer to Technical Queries and assist the team necessary tools • Participating in team huddles and providing event-based and frequency-based feedback • Assist
• Oversee debtors and creditors performance • Provide advice regarding measures and trends • Ensure efficient
oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the
valuations, tax computations and profit analysis. Providing support to clients Accounts department or acting
of client procedures and SLA management, while providing efficient reporting to management and clients
joining a small, innovative, independent firm that provides customized financial planning services to retirement
joining a small, innovative, independent firm that provides customized financial planning services to retirement
auditors queries · Ensure that all documentation is provided to auditors on request · Petty cash – control