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.
Ensure ongoing viability and secure their financial future in line with the organisations
systems and processes. Ensure data integrity and security in financial systems and maintain appropriate
pricing sources for corporate actions to ensure securities are updated and valued correctly on InvestOne