encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The person between the practice and the regional office / head office. Categories: Client Services Implementation strengthening client relationships. Office Management Support the general office management including reception legislation Competencies Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint Experience
encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The person between the practice and the regional office / head office. Categories: Client Services Implementation strengthening client relationships. Office Management Support the general office management including reception legislation Competencies Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint Experience
proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);