administrative support for the Financial/Investment Advisors within the team, and includes handling of all correspondence with clients, beneficiaries and third-party providers, as well as internal department to debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
administrative support for the Financial/Investment Advisors within the team, and includes handling of all correspondence with clients, beneficiaries and third-party providers, as well as internal department to debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
communicating with suppliers and other related parties Processing invoices Attending to queries Reconciling