Keeping of electronic diary and organizing the advisor's time management; Preparing of reports, presentations, and other correspondence; Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venue's etc; First point of contact with client enquiries; Maintain client
managed in accordance with regulatory compliance and audit requirements, approved risk tolerance, risk appetite
managed in accordance with regulatory compliance and audit requirements, approved risk tolerance, risk appetite
monthly meeting. Provide supporting documentation for audits Maintain accurate historical records Maintain confidentiality