COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) • and resourceful • Energetic and enthusiastic • General business acumen QUALIFICATIONS AND EXPERIENCE •
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) • and resourceful • Energetic and enthusiastic • General business acumen QUALIFICATIONS AND EXPERIENCE •
to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated published on the internal intranet for Advisor offices Administrative duties related to all of the above
to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated published on the internal intranet for Advisor offices Administrative duties related to all of the above
Creative, resourceful and an independent thinker General business acumen Education: University undergraduate
advantageous • Cold-calling, sales experience or general work experience beneficial SKILL SET AND DESIRED
advantageous • Cold-calling, sales experience or general work experience beneficial SKILL SET AND DESIRED
software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles
You will also be expected to work with our back-office teams that are remote-first and distributed: we
various innovation incentives and grants. The front-office role requires the candidate to meet with clients