with the final NAV process daily- including trade, cash, positions, and
overall NAV reconciliations
assist with the final NAV process daily- including trade, cash, positions, and overall NAV reconciliations fund structures- including management accounts, NAV based fee calculators Daily, weekly, and monthly
assist with the final NAV process daily- including trade, cash, positions, and overall NAV reconciliations fund structures- including management accounts, NAV based fee calculators Daily, weekly, and monthly
checking the Client Consolidated Reports (CCR) from NAV.
Maintain an accurate diary system. (Xplan &
/>NAV & KPIs
Full awareness and understanding of information available on NAV to support
/>Partner(s)
Track and monitor personal KPIs on NAV
Request assistance and guidance from POM where
Planning Partner on all data and practice attributes on NAV
Marketing Support
checking the Client Consolidated Reports (CCR) from NAV (the companys proprietary software that manages all
/>NAV & KPIs
Full awareness and understanding of information available on NAV to support
Planner.
Track and monitor personal KPIs on NAV.
Request assistance and guidance from POM where
Financial Planner on all data and practice attributes on NAV.
Marketing Support
checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages desk etc. NAV & KPIs Full awareness and understanding of information available on NAV to support Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization of
checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages desk etc. NAV & KPIs Full awareness and understanding of information available on NAV to support Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization of
checking the Client Consolidated Reports (CCR) from NAV. Maintain an accurate diary system. (Xplan and Outlook desk etc. • NAV and KPIs Full awareness and understanding of information available on NAV to support the Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Planning Partner on all data and practice attributes on NAV. • Marketing Support Assist with the organization
checking the Client Consolidated Reports (CCR) from NAV. Maintain an accurate diary system. (Xplan and Outlook desk etc. • NAV and KPIs Full awareness and understanding of information available on NAV to support the Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Planning Partner on all data and practice attributes on NAV. • Marketing Support Assist with the organization
checking the Client Consolidated Reports (CCR) from NAV. Maintain an accurate diary system. (Xplan & desk etc. NAV & KPIs Full awareness and understanding of information available on NAV to support Planning Partner(s) Track and monitor personal KPIs on NAV Request assistance and guidance from POM where KPI Planning Partner on all data and practice attributes on NAV Marketing Support Assist with the organization of