complete account opening documents & redemption forms ● Requesting & checking of client FICA ● Filing Sending all original FICA & Account opening forms to the different 3rd parties ● Daily cash and unit
correspondence, reports, statements, invoices, forms, presentations and other documents, from notes or
knowledge essential – General Admin – filing, leave forms, etc. – Request quotations – Place orders – Document
booking trackers and the CRM system. Ensure interview forms are completed correctly and applications have valid