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to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
ability to work independently. Key Responsibilities: Assist managing and maintain Microsoft Active Directory administration, and domain controller configuration. Assist maintaining DNS infrastructure and ensure proper servers. Assist implementing and manage Privileged Access Management (PAM) solutions. Assist configuring for Microsoft Exchange server and email systems. Assist managing and administering SQL databases, including
meet and assist customers. Drive sales to ensure sales targets are met and exceeded Assist fellow colleagues physical stock takes as required. Customer Service Assist Customers in the most professional and effective customer service offered is of the highest standard. Assist with the escalated customer queries and complaints
clients and multinational corporations.
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for
ticket-based system. Your day-to-day tasks will involve assisting both management and employees within our group Remote IT Telephone Support for customers Remote assistance covering hardware, operating systems, email,
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
forecast to management. Identify, give input into, and assist with the implementation of marketing strategies Provide reports and target tracking as required. Assist the team with other related functions when and