analyzing account information Maintain financial security by following internal controls Criteria includes:
in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers any other compliance requirements Scan to file all new business documents in client folder. General office
in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers any other compliance requirements Scan to file all new business documents in client folder. General office