-Maintaining and updating records on Sage Evolution. -Counting materials, equipment, merchandise or supplies discrepancies between physical counts and computer records to the Financial Manager. -Following up on queries
business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and are attached to Xplan on a daily basis; Keeping records and ensuring documentation is completed as required
business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and are attached to Xplan on a daily basis; Keeping records and ensuring documentation is completed as required