pro-active and have high level of energy Organize couriers on deadline times Excellent Typing abilities Able
Submit a weekly Service Follow Up report Good liaison with customers Correct / intelligent processing
gaps and recommend corrective actions. Serve as a liaison with regulatory agencies and ensure timely and
recons, review of month and annual working papers Liaison with fund managers, custodians and brokers as required
review of month and annual working papers
documentation needed for auditing purposes
support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
the system of rules, practices and processes. o Liaison- and Change Management - communication processes
Implementing POC (proof of concept) initiatives Technical liaison across teams Involvement in future Web applications