Dealing with requests Receiving of stock Picking and packing of stock Managing filing system for warehouse Maintain
Dealing with requests Receiving of stock Picking and packing of stock Managing filing system for warehouse Maintain
oading Perform manual tasks such as wrapping, packing, carry boxes etc Load/unload goods from delivery
new and existing clients. Preparation of meeting packs for Family Office clients. Draft Record of Advice
new and existing clients. Preparation of meeting packs for Family Office clients. Draft Record of Advice
improvement of monthly/quarterly business review packs Ad-hoc analysis and requests Commercial Support
improvement of monthly/quarterly business review packs Ad-hoc analysis and requests Commercial Support
external compliance consultants Preparation of board packs and compliance reports every quarter Compliance New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be
external compliance consultants Preparation of board packs and compliance reports every quarter Compliance New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be
training for all low touch installs within 1 day of pack reaching merchant FF will schedule and tech to call returns Must be clearly marked with fault reasons, packed in box Stock returned daily. Make sure it is returned