processes
First point of contact for clients, intermediaries, and colleagues in other jurisdictions
Build relationships with clients and intermediaries
Any other ad hoc administrative tasks
/>Direct communications with external parties and intermediaries
Organizational skills and ability to coordinate
Computer literate with Word and Excel on an intermediary level. Ability to work independently and carry
experience in the following: Financial Advisory and Intermediary Services Act, including applicable Codes of experience in the following: Financial Advisory and Intermediary Services Act, including applicable Codes of
experience in the following: Financial Advisory and Intermediary Services Act, including applicable Codes of experience in the following: Financial Advisory and Intermediary Services Act, including applicable Codes of
work with detail and a high level of accuracy • Intermediary MS Office, especially Excel, Word and Microsoft
work with detail and a high level of accuracy • Intermediary MS Office, especially Excel, Word and Microsoft
understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence
of intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary appointment
with detail and with a high level of accuracy • Intermediary MS Office, especially Excel, Word and Microsoft
employer's electronic communication to clients and intermediaries