strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where requirements) Legislative Compliance (FICA and FAIS) Apply basic knowledge of the FAIS General Code of Conduct in internal compliance. Technical Support Ensure a basic level of product knowledge by keeping up to date experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where requirements) Legislative Compliance (FICA and FAIS) Apply basic knowledge of the FAIS General Code of Conduct in internal compliance. Technical Support Ensure a basic level of product knowledge by keeping up to date experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
damaged stock and expired stock to management Assist with counting of stock files and general stocktaking stock in the storeroom as well as on the shop floor Assist with loading and off-loading of stock Ensure items without barcodes are clearly marked Assist with back shopping Assist in training of new staff Provide friendly friendly, helpful and courteous assistance and advice to all customers Ensure all out of stock queries