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
& handling of insurance claims Security & cameras Regulatory Compliance Property Maintenance and
& handling of insurance claims Security & cameras Regulatory Compliance Property Maintenance and
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
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
3rd line support via email, phone, and remote assistance. Visit client sites to troubleshoot, configure fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: