responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring and AML capture and checking on client onboard process. Checking of transition documentation to ensure