instructions. 2. Administration, Systems, and Reporting: Ensures integrity of database information is gear is ordered. 3. Compliance: Identifies and reports risks or areas of concern to management within limits and the company's financial guidelines, report deviations to direct Manager. Kindly be advised
instructions. 2. Administration, Systems, and Reporting: Ensures integrity of database information is gear is ordered. 3. Compliance: Identifies and reports risks or areas of concern to management within limits and the company's financial guidelines, report deviations to direct Manager. Kindly be advised
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software