and prepare quotations. Preparing meeting files, FICA, applications, etc. Switches. Redemptions. Monitor
and prepare quotations. Preparing meeting files, FICA, applications, etc. Switches. Redemptions. Monitor
Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process
Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process
opening and closing of accounts, updating KYC and FICA docs. Manage petty cash and cash on hand. Financial
opening and closing of accounts, updating KYC and FICA docs. Manage petty cash and cash on hand. Financial
Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process
Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process