etc.) are appropriately documented, version controlled, and stored centrally. Maintain accurate Board
etc.) are appropriately documented, version controlled, and stored centrally. Maintain accurate Board
fund statements, IRP5's etc. Assist with document control and signature for casual (temporary) staff members
statements, IRP5s etc.
implementation of administrative processes and controls in the Financial Planning practice(s) (including
implementation of administrative processes and controls in the Financial Planning practice(s) (including