the efficient functioning of their respective offices. This role requires exceptional organizational system, and files and manages all documents in the office. Receives calls and visitors and notifies the relevant as and when required for the Waterfall National Office. Minimum Qualification Required: Minimum of a 3 HR. Proven experience as a Personal Assistant or Executive Assistant would be advantageous. Competencies
the efficient functioning of their respective offices. This role requires exceptional organizational system, and files and manages all documents in the office. Receives calls and visitors and notifies the relevant as and when required for the Waterfall National Office. Minimum Qualification Required: Minimum of a 3 HR. Proven experience as a Personal Assistant or Executive Assistant would be advantageous. Competencies
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 impact compliance management within the business. Assist in maintaining the competency register Reporting: Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated
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 impact compliance management within the business. Assist in maintaining the competency register Reporting: Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated
Budgeting Support: Collaborate with the finance team to assist in the preparation of budgets and forecasts. Monitor software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles
client is looking for a financial accountant to assist their clients in unlocking and maximising the value various innovation incentives and grants. The front-office role requires the candidate to meet with clients
software (e.g., Adobe Creative Suite, Canva) • Assist in developing and executing marketing campaigns
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
You will also be expected to work with our back-office teams that are remote-first and distributed: we
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •