Caseware, compiling AFS and assisting with audits will secure. Duties and Responsibilities: Perform high-level
Undertaking for collective investment in transferable securities (UCITS), Investment Company Act (40 Act) and
journal templates Cube views, workspaces, dashboards Security profiles Extensibility Experience with end-to-end
products: including Residential, Commercial Property, Secured loans
day.
sales pipeline and ensure all timelines are met in securing the deal.
each day. Upload confirmations to Docusign and secure the necessary signatures. Confirm all new and existing
sales cycle from receiving the referral/lead to securing a sale;
business targets are met by generating leads and securing new business
business.
Ensure ongoing viability and secure their financial future in line with the organisations