and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience by the Head of Operations. Take full responsibility for the implementation of administrative processes relevant client file checklist and lodgment rules. Administration relating to client transfer and new business strengthening client relationships. Office Management: Support the general office management including reception
previous experience providing technical and administrative financial planning support to Advisers and Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general expectations but not limited to: Technical and administrative financial planning support to Financial Advisers Planners and senior management with any general office duties, from time to time. Respond to client inquiries
previous experience providing technical and administrative financial planning support to Advisers and Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general expectations but not limited to: Technical and administrative financial planning support to Financial Advisers Planners and senior management with any general office duties, from time to time. Respond to client inquiries