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Accounting / Finance
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Paraplanner Westville
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Westville
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 present in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial mandate). NAV (internal software), IT, Systems and KPIs All client records and tasks to be managed and maintained Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
share this job on whatsappTrade Compliance Specialist Sandton
Catch RecruitSandton
required to manage expectations and risks identified by all stakeholders Providing optimised, accurate and sound Maintain effective communication with team members at all times Maintain relationships with various internal projects and keep track of and successfully manage all elements on each high value project Analytical, research-driven
Trade Compliance Specialist
Catch RecruitSandton
required to manage expectations and risks identified by all stakeholders Providing optimised, accurate and sound Maintain effective communication with team members at all times Maintain relationships with various internal projects and keep track of and successfully manage all elements on each high value project Analytical, research-driven
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