The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment & 37 transfers, withdrawals and redemptions • Assist with general office functions as required SKILLS/PERSONAL
The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment & 37 transfers, withdrawals and redemptions • Assist with general office functions as required SKILLS/PERSONAL
and experience in the managing, auditing and performing of audit related work. Plan, co-ordinate and as overseeing the work done by co-employees to perform the audit / reviews fully and according to criteria