plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and customer portfolio review documentation and reports in line with the practices service model. Customer Service
plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and customer portfolio review documentation and reports in line with the practices service model. Customer Service
calls on all account queries, including payments. Personal Assistant duties: helping out with Debtors and
hopes of turning into a permanent position if the person shows potential or has a keen interest in import