related functions. Liaison with professional and legal advisors, tax authorities etc. Able to travel if necessary
Company. To assist the director and financial advisors with the investment planning processes and services various platforms. Process and execute financial advisor and client instructions whilst adhering to operational
discretionary participation business; Mitigating financial, legal, reputational and other pertinent retail discretionary discretionary participation business; Reviewing legal documentation (for example, client contracts, counterparty
discretionary participation business; Mitigating financial, legal, reputational and other pertinent retail discretionary discretionary participation business; Reviewing legal documentation (for example, client contracts, counterparty
Ensure compliance with federal, state, and local legal requirements. Keep informed about changes in tax
sure compliance with federal, state, and local legal requirements.
members)
Outside Company
Legal and other corporate advisers, 3rd party debt providers