Trusts, DFM, and IFA's. Reviewing and maintaining FICA documentation for direct clients and service providers
Trusts, DFM, and IFA's. Reviewing and maintaining FICA documentation for direct clients and service providers
you'll manage the onboarding of clients, sorting of FICA documents as well as conduct assessments of clients
you'll manage the onboarding of clients, sorting of FICA documents as well as conduct assessments of clients