client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
Manager. Address updates, reporting requirements and access control for MDA property system. Financial Activities: in place (MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company
Manager. Address updates, reporting requirements and access control for MDA property system. Financial Activities: in place (MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to