Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
(equivalent). Duties include: Preparation of client financial statements and related working papers - this will
investigations. Prepare settlement statements, financial documents, and transfer forms. Maintain accurate
electronic document checking for compliance Interpret financial documents and cash flows for processing Input