tools Ensure completeness and data field labeling in all applications and tools Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan Ensure Be present in all compliance officer meetings with your Financial Planner. Address all remedial actions NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained Planner. Liaise and orientate with the Partner on all data and practice attributes on NAV Track and monitor
tools Ensure completeness and data field labeling in all applications and tools Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan Ensure Be present in all compliance officer meetings with your Financial Planner. Address all remedial actions NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained Planner. Liaise and orientate with the Partner on all data and practice attributes on NAV Track and monitor
responsibility for the central point of contact for all commissions processing / income processing, distributed ordering of stationery / office refreshments for all offices in the Company Monitor the central company accessible and inclusive Championing diversity in all its forms Any other duties that may from time to basis Develop and maintain good relationships with all product providers Knowledge Knowledge and understanding
responsibility for the central point of contact for all commissions processing / income processing, distributed ordering of stationery / office refreshments for all offices in the Company Monitor the central company accessible and inclusive Championing diversity in all its forms Any other duties that may from time to basis Develop and maintain good relationships with all product providers Knowledge Knowledge and understanding
documentation when necessary Uploading and filing of all supporting documentation for new cash clients and
documentation when necessary Uploading and filing of all supporting documentation for new cash clients and