completeness Transfer of documents to different templates Filing and Recording: Managing latest documents on
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
PURPOSE OF JOB To provide records management services such as document sorting, preparation, scanning & data capture at customer site. To ensure that all work processed, meets the required standards and fulfils the needs of the client at all times. KEY RESPONSIBILITIES include the following. Pre