administrative support activities, client liaison and engagement. • Actively provide support to Wealth relationships • Coordinate the sales and administrative activities between the different product providers and their
administrative support activities, client liaison and engagement. • Actively provide support to Wealth relationships • Coordinate the sales and administrative activities between the different product providers and their
efficient operation of the company's financial activities. Review of monthly costings and recoveries for
efficient operation of the company's financial activities. Review of monthly costings and recoveries for
Variance analysis and evaluations for financial activities including costing and budgeting QUALIFICATIONS
and/or dishonesty Keep accurate record of own activities RE 5 A MUST MATRIC A MUST CREDITS WOULD BE GREAT
and/or dishonesty Keep accurate record of own activities RE 5 A MUST MATRIC A MUST CREDITS WOULD BE GREAT
dishonesty
Identify and investigate potentially fraudulent activities or financial irregularities. Prepare and present
will be responsible for overseeing the financial activities of the organization, ensuring compliance with