Responsibilities:
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
progress updates to the drawing office manager. Report to drawing office manager. Effective management of drawings
Reporting to the Office Manager.
Requirements:
ACCOUNTS / OFFICE ADMINISTRATOR Managing office supplies (teas, coffees, stationary) Petty Cash Facilitating
Comprehensive understanding of the office management systems and applications.
Exceptional
operational objectives.
manner. Duties will include: General office administration, managing of rental properties, offer listing
/>Report to the Chief Financial Officer:
Finance:
Responsibilities: Report to the Chief Financial Officer: Finance: Manage and oversee the Finance department. Review functions where needed. Manage the office equipment contract renewals. Manage the schedule of contracts and