Ensure employee files are kept up to date Time and attendance Assist in the recruitment of new staff Office other office supplies Maintaining office equipment Attend meetings with Directors when required Provide training
Ensure employee files are kept up to date Time and attendance Assist in the recruitment of new staff Office other office supplies Maintaining office equipment Attend meetings with Directors when required Provide training
Participation in marketing activities as required. eg. Attend client functions. Administration : Produce any the Adviser, Wealth Manger. New client take on: Attend or contribute towards Client meetings as requested
Participation in marketing activities as required. eg. Attend client functions. Administration : Produce any the Adviser, Wealth Manger. New client take on: Attend or contribute towards Client meetings as requested
management (maintain relationships with clients and attend management meetings for equity investments in joint
to clients. Control and Audit trust account. Attending weekly/monthly management meeting and report back
to clients. Control and Audit trust account. Attending weekly/monthly management meeting and report back