offices in the Company. Monitor the central e-mail accounts. Receive, validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business processes daily. 2. Commission
delivery levels on campus· Hold team members accountable to the highest level of service delivery. Please
delivery levels on campus· Hold team members accountable to the highest level of service delivery. Please
implementation of administrative processes and controls in the Financial Planning practice(s) (including linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate
continued operations of team services. Process new account paperwork, including preparation, transfer of funds
continued operations of team services. Process new account paperwork, including preparation, transfer of funds