client payment information and documentation Responsible for collating share transfer information and documentation documentation Responsible for collating cash journal information and documentation Responsible for collating on documents and quality check on all mandates and FICA information Responsible to screen all new clients against administrative duties Monitor safe custody fees on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios
client payment information and documentation Responsible for collating share transfer information and documentation documentation Responsible for collating cash journal information and documentation Responsible for collating on documents and quality check on all mandates and FICA information Responsible to screen all new clients against administrative duties Monitor safe custody fees on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios
details and payment information.
requirements
requirements
for articles financed
Receptionist. Telephone Systems Management : Operate and manage a multi-line telephone system, fielding and routing limited to scheduling appointments, updating information on bulletin boards, and ensuring that all operational the company policies and standards. Contact Information Management : Rigorously maintain and regularly telephone extension lists, ensuring that all information is accurate and accessible for efficient communication
Receptionist. Telephone Systems Management : Operate and manage a multi-line telephone system, fielding and routing limited to scheduling appointments, updating information on bulletin boards, and ensuring that all operational the company policies and standards. Contact Information Management : Rigorously maintain and regularly telephone extension lists, ensuring that all information is accurate and accessible for efficient communication
databases and systems are updated and accurate. Monitor IFS system data integrity and input information into the the system in collaboration with the relevant HCBP. Gather and collate information for HC reporting purposes
databases and systems are updated and accurate. Monitor IFS system data integrity and input information into the the system in collaboration with the relevant HCBP. Gather and collate information for HC reporting purposes