required. Preparing investment applications, transfers, and documents for client meetings Prepare investment new account paperwork, including preparation, transfer of funds. Responds to requests for service in
required. Preparing investment applications, transfers, and documents for client meetings Prepare investment new account paperwork, including preparation, transfer of funds. Responds to requests for service in
lodgment rules. Administration relating to client transfer and new business transactions. Submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are