Analysis Assist with client portfolio analysis Assist with implementation of trade decisions Assist with Systems Assist with the implementation of CRM system and maintain user access and capabilities Assist with maintain CRM system Assist with extracting and managing data from custodians Assist with the design and and implementation of internal data flows Assist with the automation of repetitive tasks utilising MS Office distribute quarterly reports for clients Assist with all client queries Assist with creating proposals for new
Analysis
Systems
the necessary assistance and documentation required during audit processes.
discrepancies. Prepare necessary documentation and assist with financial audits conducted by external auditors
discrepancies. Prepare necessary documentation and assist with financial audits conducted by external auditors
per instruction from the Team Leader.
processes with necessary documentation.
(qualified prospects) into paying customers. The role assists and advises customers on the service or bundle