Duties :
operations, following standards and procedures and in general complying with legal regulation. Updates job knowledge
operations, following standards and procedures and in general complying with legal regulation. Updates job knowledge
screen phone calls, take messages, and handle general inquiries. Coordinate and schedule appointments
screen phone calls, take messages, and handle general inquiries. Coordinate and schedule appointments
screen phone calls, take messages, and handle general inquiries.
control accounts Keeping of a fixed asset register General journals – e.g., depreciation, provisions, interest Produce a draft set of financials according to generally accepted accounting practice and a working paper
new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment duties for Brokers and Management. Assist with General Office duties, such as software back up and updates
files for potential new clients (digital).
new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment duties for Brokers and Management. Assist with General Office duties, such as software back up and updates