interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in initiatives Working collaboratively and supporting other employees in their areas of work when required Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on detail High levels of accuracy and precision Able to work as part of a team and independent when required
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in initiatives Working collaboratively and supporting other employees in their areas of work when required Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on detail High levels of accuracy and precision Able to work as part of a team and independent when required