with team members to ensure efficient office operations.Compliance and Regulation:
Ensuring partners are adhering to the MOA and operating procedures are being followed Regular site visits
Ensuring partners are adhering to the MOA and operating procedures are being followed Regular site visits
hoc
projects
meticulous attention to detail. Proficient in computer operations (additional training provided if necessary).
meticulous attention to detail. Proficient in computer operations (additional training provided if necessary).
Manager. Communicate timeously to all internal operational areas on any exceptions. Reports any exceptions
play a crucial role in supporting the efficient operation of our financial planning and investment services
work well both in team environment as well as operate independently with minimal supervision Uses good