accounts stay up to date. Management of eWallet cards Assist with month-end or quarterly reports. Key Responsibilities Open Purchase Orders Weekly Age Analysis meeting Assisting with month end procedures and reporting Group
correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance
correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance