tools. Responsible for full data update on XPlan, post the financial planning process with the client. proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
collections staff. This will require you to be office-based, sitting amongst the Collections Team. You fast-paced environment. ● Proficiency in Microsoft Office suite and other training software/tools Market
collections staff. This will require you to be office-based, sitting amongst the Collections Team. You fast-paced environment. ● Proficiency in Microsoft Office suite and other training software/tools Market