(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full
team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist
team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist
To be the key liaison between the organisation and the client to develop, maintain and build relationships
to the optimum in supporting the sector. Close liaison with the company's SBU and Department teams as
applications and the preparation thereof SARS liaison for the resolution of complex tax queries SARS
reconciliations by the 14th of each month to H/O Liaison with SARS when required Prepare schedules and supporting
ensuring the maintenance of customer accounts through liaison internally and with customer and supplier staff
To be the key liaison between the organisation and the client to develop, maintain and build relationships
assist with corrective action planning Act as a liaison between the project and the grants management team