Product Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting
Review of client settlements before issue Assist the Financial Manager with day to day banking requirements
system
least once a week
reporting requirements and data flows
seating/socialsing area is clean and optimal Assist and manage client bookings on Playtomic booking system
seating/socialsing area is clean and optimal Assist and manage client bookings on Playtomic booking system
system. Your day-to-day tasks will involve assisting both management and employees within our group of companies
General:
system. Your day-to-day tasks will involve assisting both management and employees within our group of companies