Assistant for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking
Assistant for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking
for Audits Financial reporting Bank and Cash: • Capturing of bank statements on a daily basis (all bank
ank and Cash: • Capturing of bank statements on a daily basis (all bank accounts including call accounts)
impact, we want to hear from you Bank and Cash: Capturing of bank statements on a daily basis (all bank
impact, we want to hear from you Bank and Cash: Capturing of bank statements on a daily basis (all bank