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
Completion, review and submission of credit application forms Maintenance of credit application file Review purchase
Completion, review and submission of credit application forms. Maintenance of credit application file. Review
operational execution. The Executive: Operations will form part of the Office of the CEO and will report to
lifestyles and financial needs Meet with clients to form a financial outlook including expenses, income,
project according to the project plan; Developing forms and records to document project activities; Set