strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth through providing professional administrative support and preparation of technical analysis to the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate new client process of preparation of client review packs (with assistance from administrative team and Paraplanners where with guidance from internal compliance. Technical Support Ensure a basic level of product knowledge by keeping
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth through providing professional administrative support and preparation of technical analysis to the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate new client process of preparation of client review packs (with assistance from administrative team and Paraplanners where with guidance from internal compliance. Technical Support Ensure a basic level of product knowledge by keeping
files for annual audits. Assisting external auditors with the annual audit. Assist with client queries as/when
preparation / review of cash flow projections ● Provide assistance with managing risk compliance in terms of group border regulations & related tax matters ● Assist in managing retailer claims process flow ● Managing
risk of bad debts. Key Tasks and Responsibilities: Assist with compilation of month end and ad hoc collections Able to learn quickly and efficiently. Customer service orientation. Delivering on results. Detail orientated
risk of bad debts. Key Tasks and Responsibilities: Assist with compilation of month end and ad hoc collections Able to learn quickly and efficiently. Customer service orientation. Delivering on results. Detail orientated
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money Laundering