Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to experience working with Financial Advisers / Financial Planners Computer literate in MS Office Competencies required:
required:
objective of this role is to assist the Wealth Planners with any administration relating to the servicing
are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting
information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
(2835/2836) TB You are responsible for tax implementation support, including testing in the developing team and continue the development of the tax digitalization roadmap aligned with the group wide strategies strategic data and digital tax solutions set out in the company tax digitalization roadmap. Coordinating the Feature Team solution for a market will be implemented & tested. Qualifications & experience
(2835/2836) TB You are responsible for tax implementation support, including testing in the developing team and continue the development of the tax digitalization roadmap aligned with the group wide strategies strategic data and digital tax solutions set out in the company tax digitalization roadmap. Coordinating the Feature Team solution for a market will be implemented & tested. Qualifications & experience
advantageous Role Responsibilities: - Provide tax implementation support, including testing, developing, adapting team and continue the development of the tax digitalization roadmap aligned with BMW Group-wide strategies and strategic data and digital tax solutions set out in the BMW tax digitalization roadmap. - Coordinate Ensure the Feature Team solution for a market is implemented & tested efficiently.
Responsibilities:
- Provide tax implementation support, including testing, developing, adapting
team and continue the development of the tax digitalization roadmap aligned with BMW Group-wide strategies
and strategic data and digital tax solutions set out in the BMW tax digitalization roadmap.
- Coordinate
Ensure the Feature Team solution for a market is implemented & tested efficiently.
experience working with Financial Advisers / Financial Planners