correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance
correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance
quotations to clients for validations and calibrations Assist with sales of company products Conduct maintenance
completed within the period allowed by regulation Assist and liaise with auditors for the preparation of development of yourself and the team. Provide technical assistance and guidance to colleagues Act as a signatory
high service standards. 6. Operational Oversight: Assist with budgeting, financial forecasting, and cost