proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers consolidated client reporting, opportunities and Asset v Revenue reports to assist the Partner and identify knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
goals Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking
collections staff. This will require you to be office-based, sitting amongst the Collections Team. You fast-paced environment. ● Proficiency in Microsoft Office suite and other training software/tools Market
collections staff. This will require you to be office-based, sitting amongst the Collections Team. You fast-paced environment. ● Proficiency in Microsoft Office suite and other training software/tools Market
claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint
claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint