(10%) Support the Centre with general office management tasks including reception and facilities Support offices in the Company Monitor the central e-mail accounts Receive, validate and process Investec CCM withdrawals new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business
(10%) Support the Centre with general office management tasks including reception and facilities Support offices in the Company Monitor the central e-mail accounts Receive, validate and process Investec CCM withdrawals new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders high-value projects and keep track of and successfully manage all elements on each high value project Analytical
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders high-value projects and keep track of and successfully manage all elements on each high value project Analytical